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This creates issues where incorrect or outdated values remain attached to client records, making fields harder to maintain over time.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.
Hi James, to make sure we can pass the right information on to our product teams, we need a bit more detail on the specific field you’re referring to. This will also help other community members clearly understand what they’re supporting.
Could you let us know where you’re running into this? For example:
- Are these custom fields, or standard system fields?
- Is there a specific drop-down where you’re unable to clear a selection?
Once we have a bit more detail, it’ll help us properly scope the request.