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Managing Obsolete Custom Fields

You cannot delete unused custom fields in Oracle CRM On Demand, however, you can do the following:

  • Repurpose the custom fields
  • Hide the custom fields by removing them from areas of Oracle CRM On Demand where they are used
  • Mark the custom fields as unused

Repurposing Customs Fields

You can repurpose a custom field by renaming the field in Field Setup.

Before You Begin. To perform this procedure, the Can Read All Records setting must be selected for your user role.

To repurpose custom fields

  1. Do one of the following:
    1. Delete all old data containing obsolete fields using a Batch Delete or by using Web services.
    2. Use the Import Assistant to set the custom field to a null value.
  2. In the upper-right corner of any page, click the Admin global link.
  3. In the Application Customization section, click the Application Customization link.
  4. In the Record Types Setup section, click the link for the required record type.
  5. In the Field Management section, click record type Field Setup.
  6. Locate the custom field you require and click Edit.
  7. Rename the custom field.

    For more information on editing fields, see Creating and Editing Fields.

  8. Review and update areas of Oracle CRM On Demand in which the custom field occurred, for example in page layouts, search layouts, workflows, and so on.

Hiding Custom Fields

If there is no business requirement to repurpose an obsolete custom field, you can hide the field from end users by removing it from areas of Oracle CRM On Demand like page layouts, search layouts, workflows, and so on.

Marking Custom Fields as Not Used

You can edit custom field names to contain, for example, the words "Not Used". For example, if the custom field name is Contact Number, you can rename it to Contact Number – Not Used. This indicates that the custom field is no longer in use.

To mark custom fields as not used

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Application Customization section, click the Application Customization link.
  3. In the Record Types Setup section, click the link for the required record type.
  4. In the Field Management section, click record type Field Setup.
  5. Locate the custom field you require and click Edit.
  6. Edit the custom field to indicate that it is not used.

    For more information on editing fields, see Creating and Editing Fields.

  7. Review and update areas of Oracle CRM On Demand in which the custom field occurred, for example in page layouts, search layouts, workflows, and so on.


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.