Each type of Agreement (e.g.: lease, service contract, NDA, etc.) may include custom fields specific to your business, for example:
Area in m² for a real estate lease
Notice period for a supplier contract
Guaranteed amount for a service Agreement
These fields structure the data extracted and displayed in your views and reports.
To prevent any loss of information or inconsistency in your Agreements, Formality prevents deleting a type of Agreement as long as custom fields are attached to it.
What to do if you still need to delete it?
Check the associated custom fields
Open the relevant type of Agreement
See the Custom fields
Delete or reassign these fields
Delete them manually if they are no longer used
Or reassign them to another type of Agreement if you want to keep them
Then return to delete the type of Agreement
Once the fields are detached, deletion will be available.
💡Good to know
Custom fields are linked to the business logic of each type of Agreement
Their deletion or movement can affect existing forms, filters and reports
To avoid any errors, we recommend coordinating these changes with an administrator of your workspace
