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:
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.
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
👋Hi there, I’m Rachel from the HubSpot Product team! An update that is related to deleting properties that are used in many Views - It's now possible to delete properties that are Used In index page Views as a sort/column, without manually removing that property from each View. The goal of this update is to make it easier to clean up properties that aren't critical your CRM data model.
This functionality is available as part of the Improved property archive experience beta available to all tiers and hubs
To get access to this beta, request access via Product Updates (beta update here)
To test it out, simply Archive a property that is only used in index page views as a column/sort - you'll be able to Archive directly in Property Settings and the property will be automatically removed from the corresponding Views.
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.
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