CRM

Hildegaard
Contributor

How can I remove a property from multiple views?

SOLVE

From time to time I need to archeive a property but I find it a bit of a challenge since the property is used in workflows, reports and views etc. like this:

Hildegaard_0-1704792516126.png

To make it clear, it is not my views. 
What I normally do is that i'm clicking through each view and remove the column and save it. Issue is now that I save it in my own name and not the original owner, since I cannot save it as the original owner. Alternatively, I need to login as the specific user and remove the column click save etc.

For me, as a super admin, I really don't understand why I cannot force a removal of a property even though it is being use. It is so timeconsuming to do this process manually. 

 

So I hope you can help me making this process more automated by using a workflow or another smarter way.

Thanks.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I remove a property from multiple views?

SOLVE

Hi @Hildegaard,

 

Unfortunately, you already found all of the options at your disposal. There aren't any further options to make this more simple. It is actually that manual.

 

I'd agree if you said that this is not a good user experience for an admin and you could request improvements from the product team by submitting a post to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests are evaluated based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
Hildegaard
Contributor

How can I remove a property from multiple views?

SOLVE

Thanks for you confirmations. 
I do see a lot of ideas already posted about this issue. Maybe you can help to update the latest one I have found and added my comments to.
HubSpot Community - Property clean up -- making archiving simple - HubSpot Community

DSharma02
Participant

How can I remove a property from multiple views?

SOLVE

Hi @Hildegaard ,

HubSpot does have certain limitations when it comes to deleting or archiving properties that are in use, specifically in workflows, reports, views, etc. HubSpot generally follows a cautious approach to prevent accidental data loss or disruption in automated processes.
Will advise you to keep an eye on the updates.

Hope this helps!
Thanks. 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I remove a property from multiple views?

SOLVE

Hi @Hildegaard,

 

Unfortunately, you already found all of the options at your disposal. There aren't any further options to make this more simple. It is actually that manual.

 

I'd agree if you said that this is not a good user experience for an admin and you could request improvements from the product team by submitting a post to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests are evaluated based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.