Custom Fields, their options, and associated records can be activated or deactivated from the custom field record.
Once a custom field has been applied to transactions, it cannot be deleted. To prevent further use, the custom field can be deactivated.
Inactive options remain on approved transactions but will not be displayed in new or unapproved transactions, even if the transaction was previously approved.
Inactive records that are approved will continue to display the custom field, while new and unapproved records will not. If an approved record is unapproved, the custom field is removed.
There are two ways to restrict the use of a custom field:
Deactivate records: Removes the custom field from future selection for the specified record type while retaining historical data.
Deactivate options: Removes specific options from selection while keeping the custom field active.
Deactivating custom fields, records, or options is reversible. Activating any of these settings will restore their availability.
Security
Users with the following permission can inactivate or activate a custom field:
Administration → Custom Fields → Edit Custom Field
Administration → Custom Fields → Edit Custom Field Options
Deactivate or Activate Records on the Custom Field
1) Navigate to the Custom Fields page.
2) Click in the desired Custom Field row to open the custom field record.
3) In the records section, locate the record to be activated or deactivated.
4) Click the active checkbox to activate or deactivate the record.
Restricts the custom field to specific record types while keeping it available for others.
5) If deactivating, review the warning message then click Make Inactive.
6) Click save.
Deactivate or Activate Option on Custom Field
1) Navigate to the Custom Fields page.
2) Click in the desired Custom Field row to open the custom field record.
3) In the Options section, locate the option to be activated or inactivated.
4) Click the active checkbox to activate or inactivate the option.
5) If deactivating, review the warning message then click Make Inactive.
6) Click save.
