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2 Not supported for the current status
Status Planned
Workspace BOE Pro
Created by Guest
Created on May 16, 2025
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PPBOE-I-319 Cascade Delete BOE and Resources .

Estimates not removed after formula removed. Merged

Feature Request: Cascading deletion of estimates when formulas are removed

Summary:
Introduce a configurable setting in proposal properties that automatically removes associated estimates and formula markers when a calculation formula is deleted. This ensures the proposal content and estimate data remain consistent and free of orphaned references.

Problem Statement:
When a user deletes a formula from the Calculations tab, any estimates tied to that formula and markers referencing it in the proposal text remain in place. This leaves stale or misleading data in the proposal, forcing users to manually track down and remove related estimates and markers. The manual cleanup is time-consuming and increases the risk of errors or inconsistent proposals.

Proposed Solution:
Add a setting in proposal properties (e.g., “Cascade delete estimates when formula is removed”) that, when enabled, will:

  • Automatically delete estimates that are directly linked to a deleted formula.

  • Remove or clear formula markers within proposal text that reference the deleted formula.

  • Provide a confirmation dialog summarizing which estimates and markers will be removed before finalizing the deletion.

  • Default to a safe behavior (e.g., setting disabled by default) so that organizations can opt into cascading deletions based on their workflow.

Benefits:

  • Maintains data integrity by preventing orphaned estimates and broken formula references.

  • Reduces manual cleanup work after formula changes or removals.

  • Lowers the risk of presenting incorrect or outdated estimate information in proposals.

  • Improves user confidence that deleting a formula will fully and safely remove its dependencies.

2 MERGED

Prompt to remove estimates when deleting a formula.

Merged
Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Guest 9 months ago in BOE Pro 0 Planned