Activate or Deactivate a field Option - Common Procedure
You can activate or deactivate user-created options in fields. When a field option is deactivated, it no longer appears as selectable in the field to the user.
If you deactivate a parent field option that is linked to a child field option, the child field option is also deactivated. For example, the relationship demonstrated between an expense group and an expense type.
If a field option is in use by a record and a user marks the option as inactive, the system does not notify the user that the option is in use.
-
The Lucernex team is still exploring how deactivating a job function will impact functionality. At this point in time, if a job function field item is marked as inactive, a user with that job function can still be added to new entities. They will also still have access to entities that they were a member of before. This issue is also complicated by the fact that users with inactive job functions cannot be viewed in the Members / Contacts page of an entity.
-
Users can still select inactive field options from windows.
Verify there are no active records using the field option prior to deactivating a field option.
To activate or deactivate a field option from the page you are currently working on:
-
Click Ellipses button
to the right of the field.
A window opens.
-
Find the option you want to activate or deactivate.
-
Click Edit link in the Actions column of the option.
A window opens.
-
Do one of the following:
-
Click Update.
The window closes.Your changes are saved.
Deactivated field options will no longer appear in the field, but they will appear in the options window with the Inactive check box selected.
Important!
If a field option is in use by a record and a user marks the option as inactive, the system does not notify the user that the option is in use.