Located under Bulk Admin or Bulk User Actions in the Admin Tool, the new Delete Profile Field Values Bulk Action lets Admins delete multiple values of a profile field at once, making it easier to keep records clean and accurate.
Step 1: Select Profile Field
In the first step, Admins are shown a list of Profile Fields with unused values by default. Unused Values is defined as profile field values that have zero users with that value.
Available in this step is an option to view all profile fields, which the Admin can see by clicking the ‘All profile fields’ button. A search bar is also available to facilitate searching through profile fields.
In this step, Admins will select the profile field they want to delete values from. Once a field has been selected, the Admin will see a green checkmark next to their selection. Only one field can be selected at a time. Admins will click Continue to move on to Step 2.
Step 2: Select Profile Field Values
In Step 2, Admins will select the profile field values they want to delete. By default, the Admin will see a list of unused values for the selected profile field. If the Admin is interested in viewing all values, they can select the All values button.
Each profile field value is also expandable. When expanded, Admins will see any areas where the value is being used to define a rule. Admins may want to navigate to those areas to clean up related rules.
Note: Admins will select the values they want to delete by clicking the checkbox next to the value. Multiple values can be selected at once.
Once desired values have been selected, Admins will click Continue to move on to the final step.
Step 3: Confirm Bulk Deletion
In this final step, Admins see a summary of the values they have selected for deletion. Admins will click Confirm Bulk Deletion to proceed to removing selected value(s).
When the Admin clicks Confirm Bulk Deletion, they will see one final confirmation modal where the values they are about to delete are listed out, along with a list of areas in the system where any of the selected values are being used in defining a rule.
Admins will need to check each applicable area before the Delete Values button is enabled. Once each area is checked, Admins will click Delete Values to delete their selected values.
The deleted profile field values will no longer be available in the system.