After upgrading to TrackWise 10.0 last week, our Incident Management pivot table exports are missing several custom fields that were working perfectly in TW 9.1. The fields display correctly in the dashboard view, but when we export to Excel, columns for “Root Cause Category”, “Corrective Action Owner”, and “Regulatory Impact Level” are completely absent.
We’ve verified the custom field configuration hasn’t changed, and the fields are marked as exportable in the field properties. This is creating regulatory risk since these fields are required in our incident summary reports for FDA submissions.
Export Schema Validation:
Expected Fields: 24
Actual Fields in Export: 21
Missing: ROOT_CAUSE_CAT, CAPA_OWNER, REG_IMPACT
Has anyone encountered pivot table export schema issues after the TW 10.0 update? The system update impact on our reporting workflows is significant.
We ran the standard post-upgrade tasks that were in the upgrade guide, but I don’t recall seeing a specific “Sync Custom Field Metadata” step. Is this a separate utility or part of the configuration wizard?
I can still see the custom fields in the pivot table interface and they’re populated with data - they just don’t appear when exporting. It’s like the export template is using an old schema definition.
I had the exact same issue after our 10.0 upgrade with Change Control custom fields. The problem is that the export schema generator now uses a whitelist approach instead of including all fields by default.
You need to update the export template XML to explicitly declare custom fields. It’s not intuitive but it gives better control over what gets exported. The schema validation error you’re seeing confirms the template is missing those field definitions.
TW 10.0 changed how custom fields are registered in the export schema. There’s a new metadata synchronization step required after upgrades to ensure custom fields are properly mapped to the export templates.
Did you run the post-upgrade configuration utility? Specifically the “Sync Custom Field Metadata” task?