How to remove dependency to delete custom field in Leads?
Overview
This article guides you through the process of identifying and removing mandatory dependencies linked to a Custom Lead Field that is scheduled for deletion. You must remove all mandatory links to other system features before the Custom Lead Field can be permanently deleted, ensuring critical enrollment or data workflows are not accidentally disrupted.
Permissions Needed
Step-by-Step Instructions
Step 1: Navigate to the Lead Fields Listing Page, disable the custom field (toggle status to OFF), and click the vertical three dots icon (⋮), then select Delete Custom Field.
Step 2: If the field has dependencies, a sidebar will appear showing two sections: Mandatory and Non-Mandatory.
Step 3: Review Mandatory Dependencies (e.g., Webforms (Widgets), Automations, User Allocation Logic, Webhooks, etc.). These must be manually removed.
Step 4: For each Mandatory Dependency, click the View Details button next to the configuration name. This will redirect you to the page where the dependency is active (e.g., the Webform Configuration page).
Step 5: On the redirected page, remove the link to the Custom Lead Field from that configuration. After removing the dependency, return to the sidebar and click the Refresh button to update the list and confirm the dependency is cleared. Repeat this process until the Mandatory Dependencies section is empty.
Step 6: Review Non-Mandatory Dependencies (e.g., Saved Views). You are not required to remove these.
Step 7: Once all Mandatory Dependencies are cleared, the system will prompt you to confirm deletion. Type Delete (case-sensitive) in the input field to enable the final Delete button.
Step 8: Click the Delete button to remove the Custom Lead Field from your account.
Points to Keep in Mind
Mandatory vs. Non-Mandatory: Only Mandatory Dependencies (Webforms, Automations, Webhooks, User Allocation Logic, etc) block deletion and require manual removal.
Link Removal: When clicking View Details, you are redirected to another configuration page (e.g., a Webform). You must edit that configuration to remove the specific Lead Field link to clear the dependency.
Case Sensitivity: The confirmation word Delete must be typed exactly as shown to proceed with the final step.
Related Articles
Conclusion
You have successfully cleared all mandatory dependencies for your custom field. This process ensures that removing the field does not disrupt any active enrollment or data management workflows, allowing you to safely complete the deletion and maintain an organized, efficient system.
Related Articles
How To Delete Lead Fields?
Overview This article guides you through the process of permanently deleting a custom field that is no longer needed. To successfully delete a field, you must first disable it and resolve all mandatory dependencies to ensure no active process is ...How to Import Leads?
Overview Meritto CRM allows you to import/create new leads manually - both individually or in bulk using email, mobile number, or both. You can validate fields, assign leads, and update existing records during the import process. How to Upload Single ...Automation Node: Field Update
Overview The Field Update Node in Automations now supports cross-record updates. You can update fields from one record type to another across: Lead → Opportunity Lead → Lead Opportunity → Opportunity Dynamic Activity → Lead This enhancement ensures ...How to remove dependencies before deleting a Webform (Widget)?
Overview This article guides you through the process of identifying and removing mandatory dependencies linked to a Webform (Widget) that is scheduled for deletion. You must remove all mandatory links to other system features before the Webforms ...How to Delete Events in Calendar Pro?
Overview Deleting Events in Calendar Pro allows users to remove Event Config, Event Fields, and Events that are no longer needed. Event Config Removal: Delete unnecessary event configurations. Field Cleanup: Remove event fields no longer in use. ...