Deleting Only One App When There Are Reference Relationships Among Multiple Apps

If reference relationships exist among apps as a result of Lookup field/Related Records field settings, you cannot delete the app independently.

To delete an app independently, you need to remove its reference relationship with other apps.
You can remove reference relationships in either of the following ways.
Note that, deleting an app requires the management permission for the app.

  • Auto-detect reference relationships among apps using deletion dialog
    When you try to delete an app, apps and fields that have reference relationship with that app are automatically detected. Move to the app settings screen from the detection results screen, and remove the reference relationship. Then, try to delete the app again.

  • Manually remove the reference relationship, and then delete the app
    You can manually remove the reference relationship, and then delete the app.

Shown below are the steps to delete one of the apps included in the SFA Pack.

Auto-Detecting Reference Relationships among Apps Using Deletion Dialog and Removing the Reference

  1. Open the app to delete, and click the app setting button Setting button on the upper right of the record view.

  2. Click "App Settings" tab, and click Delete This App under "Deletion".

  3. Click Delete This App on the confirmation screen.

  4. If the confirmation screen opens again, click Delete App.
    Image
    Apps that have reference relationship with the app to be deleted are automatically checked. If there is any app which has reference relationship, "An app(s) that refers to this app was found." screen is displayed.

  5. In the "An app(s) that refers to this app was found." screen, click Remove References Manually.
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    The "Remove References Manually" screen is displayed, and apps and fields that directly refer the app to be deleted are shown.

  6. Move to the app settings screen by clicking the link in the "Remove References Manually" screen.
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  7. Update the app by deleting the lookup fields or the related records fields that are shown in the "Remove References Manually" screen.
    Example: In this example, the project name (Lookup field) and the project details (Related Records field) which are shown in step 6, will be deleted. Image

  8. Repeat steps 6 and 7 to remove all references.

  9. Reopen the app settings page for the app to be deleted, and click Delete This App in the "App Settings" tab to redo the app deletion.

Removing Reference Relationship Manually and Deleting an App

You can remove reference relationships among apps included in the SFA Pack, by deleting following fields in apps. Delete the target app after dissolving reference relationship.

  • Activity Tracker App
    Delete the "Customer Name", "Project Name", and "Project Details" fields.

  • Project Management App
    Delete the "Customer Name" and "Activities Associated with This Project" fields.

  • Customer Management App
    Delete the "Projects" and "Activity History" fields.

Shown below are the steps to delete the Customer Management App that is included in the SFA Pack.

STEP 1: In the Activity Tracker App, Delete the Lookup Field and Related Records Field

  1. Open the Activity Tracker app, and click the app setting button Setting button on the upper right of the record view.

  2. Hover the mouse cursor over the setting button Setting button on the upper right of the "Customer Name" field (Lookup), and click Delete.

  3. Click "Remove" on the confirmation screen.

  4. Hover the mouse cursor over the setting button Setting button on the upper right of the "Project Name" field (Lookup), and click Delete. On the confirmation screen, click Delete.

  5. Hover the mouse cursor over the setting button Setting button on the upper right of the "Project Details" field (Related Records), and click Delete. On the confirmation screen, click Delete. Image

  6. Click Update App, and click OK on the confirmation screen.

STEP 2: In the Project Management App, Delete the Lookup Field

  1. Open the Project Management app, and click the app setting button Setting button on the upper right of the record view.

  2. Hover the mouse cursor over the setting button Setting button on the upper right of the "Customer Name" field (Lookup), and click Delete.

  3. Click "Remove" on the confirmation screen.

  4. Click Update App, and click OK on the confirmation screen.

STEP 3: Delete the Customer Management App

  1. Open the app to delete (for example, the Customer Management app), and click the app setting button Setting button on the upper right of the record view.

  2. Click "App Settings" tab, and click Delete This App under "Deletion".

  3. Click Delete This App on the confirmation screen.