Hello @Kyleeharford ,
Thank you for your reply!
We looked into your database configuration to understand what was happening. The problem is that your “Paleo Context” is currently set up as a shared record. The carry forward functionality is designed to bring over an entire shared record as a single unit, which is why you’re seeing it carry forward all the collecting data or nothing at all. It can’t selectively exclude fields from a shared record.
To get the behavior you’re looking for, we can change the “Paleo Context” from a shared record to an embedded one. This change would allow you to selectively carry forward specific fields within that context.
This is a relatively easy adjustment for us to make. It’s worth noting, however, that changing from a shared to an embedded record is much simpler than changing it back from embedded to shared in the future.
For a bit more background, here is a link to our documentation explaining the difference between the two record types: Shared vs. Embedded Records & Configuration
Please let us know if you’d like us to proceed with making this change for you.
Best,
Bhumika