The warning you will see
Editing a saved project's name shows: "If you change the project name, all reports will be deleted and you will need to recreate them. Do you want to proceed?" Renaming a plot shows the same warning scoped to that plot's report. Choosing Cancel puts the old name back and nothing else happens.
Why renaming deletes reports
A report is generated under the project and plot names at the moment of generation — they are printed on the PDF's cover page, baked into its filename, and used to match the report to its plot. After a rename, the old reports no longer correspond to anything: they carry a name that no longer exists. Rather than leave stale, mismatched reports lying around for you and your assessor, the app deletes them and expects you to regenerate — which takes one send per plot and produces reports carrying the correct new name.
Two things a rename never touches:
- Your photos. All captured evidence, appendix PDFs and section states stay exactly as they are. Only generated report PDFs (and their sent records) are affected.
- Anything, if the save fails. This ordering is deliberate and worth knowing: the report deletion happens only after your edit successfully saves. If you confirm the warning but then the save fails (no signal, a validation error) or you back out without saving, every report survives. You are never left having paid the rename's price without getting the rename.
One more subtlety the app handles for you: if you rename something and then change the name back to exactly what it was before saving, nothing is deleted — no real rename happened, so the existing reports still match and are preserved.
The safe rename procedure
- Open Projects, tap the edit icon on the project.
- Change the project name or plot name; read and accept the warning.
- Tap Save Project and wait for the save to complete (you are returned to the project list).
- For each plot that had a sent report: open the plot and Send Report/Photos again. The regenerated report carries the new name and goes out with a new link, and the photo archive is re-uploaded with it; the link in your earlier email stopped working when the rename saved.
If an assessor is mid-review on a plot you need to rename, tell them first — their existing report, and the link in your earlier email, stop working as soon as the rename saves, and the regenerated one arrives under a different name.
Fixing a typo before anything is sent
If no report has been sent yet, renaming is free of consequence: there is nothing to delete, the warning is satisfied trivially, and future reports use the corrected name. Fix typos early.
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