Download page Deleting a Rule for a Company, Contract, or Project Profile Field.
Deleting a Rule for a Company, Contract, or Project Profile Field
A user with the Profile Rules Admin permission can delete aProfile Rulefor a system field or an additional field in a Contract, Company, or Project Profile screen if the rule no longer applies or becomes invalid. Alternatively, a Profile Rules Admin can delete an individual condition or action for a Profile Rule if the rule contains more than one condition or action.
Deleting an Entire Profile Rule
In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.
In the Profile Rules Edit screen, locate the profile rule you want to delete in the Rules section, and click itsicon.
In the confirmation prompt, clickYes.
Deleting a Condition or Action for a Profile Rule
ClickAdminin theNavigation Toolbar, and click the Profile Rules link in the menu.
In the Profile Rules Admin screen, locate the Profile Type: Profile category, and click the Contract Profile (or Company Profile or Project Profile) record.
In the Profile Rules Edit screen, locate the profile rule whose condition/action you want to delete in the Rules section.
Click on the rule name to select it and enable its Condition and Action fields.
To delete a condition, locate the condition record in theConditionssection of the screen, and click itsicon. ClickYesin the confirmation prompt.
To delete an action, locate the action record in theActionssection of the screen, and click itsicon. ClickYesin the confirmation prompt.