Remove a collection member

You cannot undo your deletion. The collection member is deleted immediately, without further confirmation.

Other users should not be using the system while you're working. Close all item records in your workspace before you begin.

If the collection member is included in any Transforms or Views collection members, update the SQL query to remove the reference.

Persons collection: If a person has reviewed change forms or been given tasks, it's a good idea to keep a permanent record of the person's work. Instead of deleting or renaming the Persons collection member, set the person's record inactive.

Collection members in use cannot be deleted. Before removing a member from a custom collection, delete the collection member from every document, part, and change form where it's used. If the member is the default value on a type's custom attribute definition, select a different collection member as the default value.

  1. Open the collection and select (click on) the existing member. The member becomes highlighted.

    Before deleting the collection's default member (shown in bold), select a different collection member as the default. You cannot change the default member of the Organizations collection.

  2. Right-click to open the member's context menu and select the Delete Member command.

    You can also delete a collection member by opening it and selecting Remove Object from the Item menu.

Deleting a custom collection§

Deleting a custom collection automatically deletes its label and selected member from each item (document, part, change form) that refers to it.

A custom collection may be deleted only if the collection and its members are not used anywhere in the application.

  1. Delete the custom collection from each Document Types, Part Types and Change Forms collection member's Custom list.

    To delete the Custom: {collection name} row, see the Custom attributes: Deleting a custom attribute help topic.

  2. If the custom collection is used by any members of the Transforms or Views collections, modify these to remove the custom collection references.

  3. Delete each member of the custom collection.

    If the member is the collection's default, then do this:

    1. Open the Tools menu and select the Administrator Override command.

    2. Open the collection's default member, clear the Default member of collection checkbox, and save.

      If you decide not to delete the custom collection, ensure that one of the collection members is selected as the default member.

    3. Delete the collection member.

    4. On the Tools menu, select the ✔ Administrator Override command to clear the checkmark.

  4. When all members of the custom collection are deleted, delete the collection name. Select the collection in the Collection Explorer list, open the context menu, and select the Delete Collection command.

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