We’ve introduced the ability to delete checklists directly from the checklist itself, giving administrators a straightforward way to remove checklists that are no longer needed while protecting data that is already in use.
✨ What changed?
A Delete option is now available on the individual checklist. If the checklist has been used to create records, the system will prevent it from being deleted and provide a direct link to a report showing all related records. If no records exist, you’ll receive a confirmation prompt before the checklist is permanently deleted.
💡 Why does it matter?
This new capability gives administrators greater control over managing their checklists without compromising historical data. By clearly identifying when a checklist is in use and linking directly to the associated records, the system makes it easy to understand why deletion isn’t possible and helps keep checklist libraries tidy by allowing unused checklists to be safely removed.
⚠️ Please note: Once a checklist has been been deleted, it cannot be recovered through the application. If a checklist is deleted accidentally, restoration requires assistance from our Support team.