Delete a Document Field from Synergize

Use this article to fully delete a field from Synergize. The field is removed or purged when you complete all parts and steps below.

 

  1. Verify you backed up the SQL database. For more information on SQL backups, contact your IT department.

  2. Stop the SCS and SPS services.

  3. To remove the field from SQL, log into SQL Management Studio and view the Main table design.

  4. Click Databases -> *your Syn repository* -> Tables -> Main.

  5. Right click on dbo.Main and select Design. Review the list of fields to find the one you want to remove.

    Table Description automatically generated

  6. Right-click in the row for the field you want to remove and select Delete.

    Graphical user interface, application, table Description automatically generated

  1. Navigate to Databases -> *your Syn repository* -> Tables -> FieldsDesc.

  2. Right-click on dbo.FieldsDesc and select Edit Top 200 Rows.

  3. Right-click the required row and choose Delete.

  1. Navigate to Databases -> *your Syn repository* -> Tables -> FieldValues.

  2. Right click on dbo.FieldValues and select ‘Edit Top 200 Rows’

  3. Search for the field name in FieldValue and delete it. To assist with finding where it is located, try using a query as shown below. In the following example, we want to remove the Location field:

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    Once found, remove the field name along with the trailing comma:

    Location,

     

    Note: If you receive an error when trying to make changes to the table, go to Tools -> Options -> Designers and clear the Prevent saving changes that require table re-creation option.

    Graphical user interface, text, application Description automatically generated

  1. Go to the following directory:

    C:\Program Files (x86)\Microdea\Synergize Process Server

     

  2. Make a copy of the Processes folder and rename it to Processes – BACKUP.

  3. Open each process with a text editor such as Notepad.

  4. Press Ctrl+F to open a text search for the required field. Search for the field.

    Your text editor should go to the following line:

    <dynamic name="Location" type="System.String" />

  5. Delete this row and any other similar lines that contain the field name to be deleted.

  6. Save and close the process.

  7. If the field name is not found, close the process and move on to the next process. Repeat steps 3, 4, and 5 for all remaining processes, skipping those that do not have the field name

  8. Restart IIS, start the SCS service, and then start the SPS service.

  9. Open EMC and refresh the COM+ and COM+ admin applications.

  10. In EMC, go to the repository where the changes have been made and click the Fields node.

  11. Verify the field has been removed.

  12. Open SPS and select one of the processes with an action where document fields are edited.

  13. Verify the field has been removed.

  14. Test Web Explorer by logging in with both primaryuser (Synergize admin) and normal user accounts.

  15. If no fields are seen when logged in with a normal user account, saved preferences no longer exist.

  16. Log out of Synergize.

  17. Before logging back in, verify that the Login with the default preferences option is selected.

  18. Reconfigure preferences. To save changes and log out, click Exit (door icon) at the top of the page.