XPH - Ability to clear or reset drop-down and date fields to blank
Currently, once a value has been selected in a drop-down field (pre-existing fields - not custom as you can enter a blank line) or entered in a date field on a client record, it cannot be cleared or removed. A value must always remain, even if it was chosen in error or is no longer relevant.
This creates issues where incorrect or outdated values remain attached to client records, making fields harder to maintain over time.
It would be very helpful to allow users to either:
-- reset a drop-down or date field back to blank, or
-- remove an existing value from a record
so that fields can be corrected or cleared when needed.
James Bell
shared this idea
Hi James, since we haven’t heard back for a little while, we’re going to move this idea to Feedback status for now.
As mentioned, to make sure we’re passing the right information along to our product teams, we need a bit more detail on where you're seeing this limitation:
- Are these custom fields you’ve created, or standard system fields (like a Job's "Planned Start Date")?
- Is there a specific drop-down menu where you’re currently unable to deselect a chosen option?
Knowing exactly where you're running into this will help us understand the scope of the request.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
