Deleting a Data Sheet

Delete an existing Data Sheet from the Data Center.

Prerequisites:

• Access permission of the Data Center module and the Data Sheets option.

• Permission to remove Data Sheets.

• (Recommended) Please verify that the sheet is not needed by downstream processes or users (e.g., published to My Documents, used as a Lookup source).

Steps

1. Open the list Navigate to Data Center > My Connectors > Data Sheets > Data Sheet List.

2. Select the target sheet Find the Data Sheet you want to remove.

3. Remove Click the Remove (Delete) icon for that Data Sheet. Result: The Remove Data Sheet confirmation window opens.

4. Confirm Click Yes to confirm deletion. Result: A success message appears, and the Data Sheet is removed from the list.

Outcome

• The selected Data Sheet is deleted from the platform and will no longer appear in lists or user's My Documents (if previously published).

• Any assets that referenced this sheet (e.g., dropdown Look Up sources) will no longer resolve their values.

Notes & Tips:

• Irreversible action: Removal is permanent. Export/download or document the structure if you may need it later.

• Dependencies: If other Data Sheets use this one as a Look Up source, update those sheets before removal.

• Published sheets: Removing a published sheet makes it unavailable to recipients immediately.

Troubleshooting

• Remove icon disabled: You may lack permissions, or the sheet is locked by policy—contact an administrator.

• Still visible to users: Refresh the Data Sheets list and the recipients’ My Documents; ensure you removed the correct sheet.