This article explains the steps to delete or disable categories and actions you should take when an error occurs.

To delete a category, follow the steps below.

Step 1: Check that there are no records classified under the category that you want to delete
Step 2: Delete the category

Make sure to check records in both the activated app and the app's test environment.
Performing Functional Tests on Apps

1. Click an app to open its "View" screen.

2. Click the category that you want to delete.

3. Check if there are records in the category.

4. If there are any records, change the category to which they belong or remove them from the category that you want to delete.

Repeat steps 2 and 3 until there are no records classified under the category.

1. Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
   

2. On the "App Settings" screen, select Categories under Advanced Settings on the App Settings tab.

3. On the "Categories" screen, click the Delete icon to the right of the category that you want to delete.

4. Click Save at the bottom right of the screen.

5. On the "App Settings" screen, click Update App.

6. On the "Update App" dialog, click Update App.

This section describes what to do when the following error message is displayed.

The category you are trying to delete cannot be deleted because there are records classified under it.
If the category you want to delete has any records in it, you need to make it so there are no records in the category.
Step 1: Check that there are no records classified under the category that you want to delete

Note that even if two or more categories cannot be deleted, this error message will only include one category name.
Also, if the Category feature is disabled, you will need to enable it to check if the category contains any records.

1. Click the App Settings icon (the gear-shaped icon) at the upper right of the "View" screen.
   

2. On the "App Settings" screen, click Categories under Advanced Settings on the App Settings tab.

3. On the "Categories" screen, uncheck the Use categories checkbox.

4. Click Save at the bottom right of the screen.

5. On the "App Settings" screen, click Update App.

6. On the "Update App" dialog, click Update App.

Disabling the Category feature hides the "Categories" field on records. It also hides the category tree on the "View" screen.

Note that disabling the Category feature does not delete categories added on the Categories setting screen or delete the data of each record's "Categories" field.

If an error message appears when you try to disable the Category feature, refer to the following and take necessary actions.