CRM

AlejandraParodi
HubSpot Employee
HubSpot Employee

Remove properties from Deals

SOLVE

Hi, I am trying to delete 2 properties that are under deals. But it says I need to remove all the records where the properties are set. Is there any way to remove it without the records?

0 Upvotes
2 Accepted solutions
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Remove properties from Deals

SOLVE

Hi @AlejandraParodi ,

You cannot delete a property from any object if it still contains data in any records. However here's what you can do
Go to the Deal's object and use advanced filters option to show only records that meets the property condition is known.
Now you will have filtered list of deals that meet that condition. 
Choose 100 at a time and bulk edit and clear the value for the property.

Once the above process is done for both the properties you looking to delete, re run the filter to give a final check and now if you try deleting the property you should be now be able to do it.

( You dont need to delete the records, just clear the property values)

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

View solution in original post

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

Remove properties from Deals

SOLVE

Hi @AlejandraParodi,

 

No, you have to clear the values for this property on all records before you can delete it.

 

A quick way to do so would be to navigate to the deal index page, applying a filter for "[property] is known", then selecting all records, then clicking "Edit" to bulk clear the value.

 

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

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Remove properties from Deals

SOLVE

Hi @AlejandraParodi,

 

No, you have to clear the values for this property on all records before you can delete it.

 

A quick way to do so would be to navigate to the deal index page, applying a filter for "[property] is known", then selecting all records, then clicking "Edit" to bulk clear the value.

 

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.

Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Remove properties from Deals

SOLVE

Hi @AlejandraParodi ,

You cannot delete a property from any object if it still contains data in any records. However here's what you can do
Go to the Deal's object and use advanced filters option to show only records that meets the property condition is known.
Now you will have filtered list of deals that meet that condition. 
Choose 100 at a time and bulk edit and clear the value for the property.

Once the above process is done for both the properties you looking to delete, re run the filter to give a final check and now if you try deleting the property you should be now be able to do it.

( You dont need to delete the records, just clear the property values)

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !