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Allow editing/changing of record Types

It seems to be the case that every element/field of every record can be edited except "Type." Can this be changed so that this element/field can also be edited (perhaps through a pull down menu like used for "Group." As it stands now, if you decide sometime after you create a record as a "Login" (for example) you decide that it makes more sense for it to be an "Email Account" you have to delete the entire record and start all over.


25 people like this idea

I agree...We must be able to change type


I'd also like to be able to edit "Type"... and I understand the question about field mapping.


My database has over 200 unassigned records that I'd like to be able to assign to types, but I don't want do this with an export/import procedure. It would be quite helpful to be able to do this within the app.


Is there any chance Type could be changed but leave the fields in the record alone? If not, and perhaps ideal, would be to display the record with the existing Type alongside an empty record with the new Type, and allow the user to drag content from the "old" record to the new record, let the user save the new record and delete the "old" record.


Have you considered exporting them - editing the type - then importing them back?


You still have to delete the old version but mSecure allows you to selectively filter the exported records.

Thanks for the comprehensive response - this would seem problematic to me as field types don't generally match well across record types - but lets see what support the request gets.


(And as you can see from my feature request I am very much in favour of improving grouping and tagging).

Hi Andy,

To answer your question here, the app would simply set whichever type you are using to use the default fields of whichever other type you were changing to. We allowed this in the previous version and that is how it previously worked. You would also lose any fields not in the new record type as well. So if your current record type had 10 fields but the new record type only had 4 fields, you would lose the last 6 field in your record. It's honestly not the best. 


However, from all the discussions I've had with customers, customers have been using our record templates or record types as a way to more easily filter their information. It's been used as a filter more than just a template as intended. I believe most customers would be better served by us improving our groups feature to allow records to be set in multiple groups and allowing for better filtering of these groups as well. Here's a discussion/feature request for that: https://m7software.freshdesk.com/support/discussions/topics/36000002067


All that said, perhaps I am wrong here and customers do need or want to change the record template of an existing record in mSecure 5. I have not yet read much that indicates that though. A record template does not change much no matter in what context it is being used, but how it's organized and displayed might. I'm also happy to hear more on why a record type for an existing record needs to be changed though.


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Eden

How would the app know how to map existing data if you change type? Different types have different field names, types and field order.

For me, yes. It’s because an alternative TYPE would accommodate the detail more appropriately.

How would this work? The format of the record is tied to type. Would you want the format to automatically change when you change type? 

I have the same issue. Particularly having migrated a large dbase from v3.5.7 and over to v5.5, being able to change the TYPE of some records would have been very helpful. As Mike Katcher says, the only other option appears to be to delete the exiting record and re-enter it using an appropriate new TYPE.

The previous version of msecure allowed you to change the Type.  The current version doesn't seem to allow you to change the Type.  You changed the Type, and msecure warned you that field difference might cause you to lose information.  You accepted the change and went ahead with the Type change.  I used this feature to create new Types with more fields. After creating the new Type, I would change the entry’s type and update the additional fields.  I would like to see the Type change feature added back to msecure.

Just to add my two-cents worth here, I have just migrated my mSecure 3.5.7 database on Mac/iOS to mSecure 5.6.2.  I have 566 records and am disappointed to learn that we cannot change a record type.  Whereas virtually everything else can be edited/modified within the system, the deletion of this one vital capability makes the new system, for me, very non-user-friendly.  It is much less work to remain with the previous version until this feature is implemented in the new one.

Hi John,
While I agree with you, this is an issue that we have received a lot of feedback about and we have decided to allow users to change their record types once more. With the new system, all extra fields should be set up as custom fields when moving from one record type to another record type with fewer fields. I'll provide more information about this when available. 

I do not wish to offend anyone, but allowing the card type to be changed is not a good idea. Surely any motivation to do so is the result of migrating from mSecure to mSecure 5. When that migration is/was done is the time to clean up imported records. I am strongly opposed to such a change, perhaps because of my programming background.


Allowing card types to be changed simply undermines the architecture of the software, adds convoluted code (more likely to cause defects, "Bugs") and increases the footprint of mSecure.


My opinion, for what it is worth.

If I understand the suggestion correctly, I second it. You my see my long-winded explanation in the thread on “suggested features, re-ordering fields”. I created a many-field item for my bank only to note, afterward, that a field I had defined as “text” should have been “numeric” (a PIN). Rather than dig through and correct the problem—no simple feat—I decided to let it be. Editing the field type would surely be a convenience in recovering from my foibles.

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