diff --git a/site/guide/inventory/manage-inventory-fields.qmd b/site/guide/inventory/manage-inventory-fields.qmd index f0f91bf70..42dd03367 100644 --- a/site/guide/inventory/manage-inventory-fields.qmd +++ b/site/guide/inventory/manage-inventory-fields.qmd @@ -110,7 +110,14 @@ To group inventory fields, first create an inventory field group: ## Delete inventory fields ::: {.callout-important title="Inventory field deletion is permanent."} -Deleting an inventory field will remove it from all records using that field, even if the field has been populated. +Deleting an inventory field will remove it from all records using that field, even if the field has been populated. A field can only be deleted if it is not actively used by any: + +- Active (non-deleted, non-archived) inventory records +- Active (non-archived) workflows +- Calculation fields +- Risk-tier templates + +Deleted records and archived workflows no longer block field deletion, even if they contain references to the field. ::: 1. In the left sidebar, click **{{< fa gear >}} Settings**. @@ -121,7 +128,11 @@ Deleting an inventory field will remove it from all records using that field, ev 4. When the **{{< fa ellipsis-vertical >}}** menu appears under the Actions column, click on it and select [**{{< fa trash-can >}} Delete Field**]{.red}. -5. Click **Yes, Delete Field** to confirm permanent deletion. +5. If the field has any active dependencies (workflows or records), a modal will show which active records or workflows are blocking the deletion. Review these dependencies, and then either: + - Resolve the dependency by removing the field from the blocking workflow or records, then retry the deletion. + - Or, if you want to keep these dependencies, cancel the deletion. + +6. If the field has no active dependencies, click **Yes, Delete Field** to confirm permanent deletion.