Delete custom field templates

A custom field template can only be deleted if it is not in use in a communication template.

The following users can delete custom field templates:

• Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

• Business unit Best Practice Library: users with one of the following sets of permissions:

  • the Manage Business Unit Best Practice Library permission for the business unit

  • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

• Project/dept Best Practice Library: the Project Administrator

To delete a custom field template:

1. Navigate to the Best Practice Library for the Organization, business unit or project/dept.

2. Select the Custom Field Templates tab.

   The Custom Field Templates page is displayed.

3. Click the drop-down arrow for the template you want to delete, and select Delete from the menu.

   A confirmation message is displayed. Click OK if you are sure you want to delete the custom field template.