Articles & guides
Explore articles and guides from CustomFields.
Explore the latest articles.
Import Review
Run a two-record staging experiment to evaluate CSV undo after a later editorial change, record actual saved values and conflicts, and make a scope-limited recovery decision.
Read articleWordPress Workflows
Build a reconciliation record linking CSV references to verified WordPress post IDs, hold unresolved matches, and test reordered columns before approving one staging update.
Read articleEditor workflows
Define editor visibility, validation and public output for events that change format, then test that inactive details stay off the page and card and retained venue details receive fresh review.
Read articleContent Maintenance
Run a staging pilot for one existing record, from submission through return, revision and approval, with recorded checks for permissions, saved values and intervening changes.
Read articleContent Modelling
Separate shared contributor details from project-specific roles and ordering, choose a structure around real editing tasks, and verify that local credit corrections leave other projects unchanged.
Read articleCSV Update Review
Use a hypothetical directory correction to distinguish missing information from approved deletions, build a field-level change sheet, and verify that your import process can execute the decisions.
Read article
