Skip to main content
Required permission:
  • View data type
  • Edit data type to edit, Delete data type to delete

​
Edit a data type

On Workflow › Data Type, click the pencil on a data type’s row. The web app first asks Edit this data type? because changing its fields may affect existing records. Click Continue.
Editing a data type
  1. Name: rename the data type. The name of a Master Data type follows its entity and can’t be changed.
  2. Limit by hub: shown but locked. It can only be set when the data type is created.
  3. Limit Data by User: turn it on or off. Turning it off asks Turn off Limit Data by User?, because it resets the access restriction on every existing record.
  4. Add Field: add a field. Existing records get the new field empty.
  5. Expand a field to change its label, type, rules and switches, as in Creating a data type. Drag a row to reorder the fields.
  6. Add combination: add or remove unique together combinations.
  7. Cancel or Save. If you leave with unsaved changes, the web app asks Discard unsaved changes?
Things to know when editing:
  • Removing a field asks Remove this field?. The field and its stored value are removed from every record, and this can’t be undone.
  • The Title can be relabelled but not removed.
  • A Relation field’s target and relationship can’t change. Delete the field and add a new one instead.
  • On a Master Data type (User, Hub, Vehicle, Role, Task Type), you edit only the fields you added. Its built-in fields can’t be changed.
  • On the sample data types Customer and Product that come with a new organization, the fields they were created with are locked (shown with a lock). You can add your own fields next to them.

​
Delete a data type

Click the bin on the data type’s row.
Delete data type confirmation
Click Delete to confirm. If the data type already has records, the message warns that deleting it removes the data type and all of its records. This can’t be undone. A data type can’t be deleted while something still uses it. The web app shows Can’t delete this data type and lists what uses it:
  • Task Type: a task type that fills its fields from this data type.
  • Automation: an automation that creates or updates its records.
  • Data type: another data type with a Relation field pointing here.
Remove or change those first, then delete it again. These data types can’t be deleted; their bin is greyed out:
  • The Master Data types: User, Hub, Vehicle, Role and Task Type.
  • The sample data types Customer and Product, as long as they still have every field they were created with. Hover the greyed-out bin to see The Customer data type is a system default and cannot be deleted.