Disabling and Deleting Rules
As an administrator, you have two options for handling rules that you no longer need:
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Disable a rule: Disable a rule if it should no longer apply to creating activities, but you still need to keep existing activities created according to the rule.
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Delete a rule: To delete a rule, you must first delete all activities to which the rule applies. If you do not need to retain these activities or their related data for reporting or reference purposes, you can delete the activities, followed by the rule.
Disable a Rule
You can disable a rule at any time.
Note
When an activity rule is disabled, new activities that use the rule can't be created until a replacement rule has been set up for the affected activity type.
To disable an activity rule, follow these steps:
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In side navigation, click Activities.
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In the Activities view, click
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Click Rules in the menu on the left side.
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Inline with the rule you want to disable, click Disable in the Action column.
The settings for activity configuration are displayed.
The Activity Rules Configuration page is displayed.
You have disabled the rule.
Delete a Rule
An activity rule can be deleted only if there are no existing activities that use the rule. Before you can delete a rule, you must first delete all existing activities that use the rule.
Warning
Deleting an activity rule is permanent. After a rule has been deleted, it is not possible to recover the rule or its configuration.
Tip
Before deleting activities, check if you might lose data that you need for reporting. If so, consider disabling the rule instead.
To delete an activity rule, follow these steps:
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In side navigation, click Activities.
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In the Activities view, click
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Click Rules in the menu on the left side.
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Inline with the rule you want to disable, click Delete in the Action column.
The settings for activity configuration are displayed.
The Activity Rules Configuration page is displayed.
You have deleted the rule.