Work Fields - Edit or Delete Work Fields

Direct Answer: Edit or Delete a Work Field in OnePlan

To edit a Work Field in OnePlan, open the Work Type Form Editor for the field’s Work Type, select the pencil icon next to the field, update the settings, and select Save. To delete a Work Field, select the trash can icon next to it and confirm the deletion — this permanently removes the field and all data stored in it across every work item of that type.

What This Article Covers: Editing and Deleting Work Fields

This article explains how to update an existing Work Field’s settings, and how to safely delete a Work Field you no longer need.

What you will accomplish By the end of this article, you will be able to update Work Field settings and safely delete fields with an understanding of the consequences.

Before You Begin: Editing and Deleting Work Fields

Before you begin, make sure you have:

• A OnePlan account with Owner (administrator) permissions
• Access to the Work Type Form Editor for the field’s Work Type — see Work Fields - Access Work Fields Configuration

Why This Matters: Editing and Deleting Work Fields

As your organization’s work-tracking needs evolve, you may need to update a Work Field’s settings or remove a field that’s no longer used.

Important: The field type cannot be changed after a Work Field is created. If you need a different field type, create a new field and delete the old one.

Step-by-Step: Editing and Deleting Work Fields

Task: Edit a Work Field

1. Open the Work Type Form Editor for the field’s Work Type. See Work Fields - Access Work Fields Configuration.
2. Locate the field in the Content panel’s Elements tab, then select the elipsis next to it. Click the Edit button. The Edit Field form opens.
3. Update the field settings as needed. You can modify:
   • Field name and description
   • Default value
   • Required and read-only settings
   • Work Type availability
   • Calculations (if configured)
   • Field-specific options (character limits, decimal places, choices, etc.)
4. Select Save.

Note: The field type cannot be edited after a Work Field is created. If you need a different type, create a new field and delete the old one.

Task: Delete a Work Field

Warning: Deleting a Work Field permanently removes it and all data stored in that field across every work item of that type. This action cannot be undone.

1. Open the Work Type Form Editor for the field’s Work Type.
2. Locate the field you want to remove, then select the trash can icon next to it.
3. Confirm the deletion when prompted.

The field and all associated data are permanently removed.

Frequently Asked Questions: Editing and Deleting Work Fields

Q: Can I change a Work Field’s type after creating it? A: No. In OnePlan, the field type cannot be edited after a Work Field is created. Create a new field with the desired type and delete the old one.

Q: What happens to existing data if I delete a Work Field? A: In OnePlan, deleting a Work Field permanently deletes all data stored in that field across every work item of that type. This cannot be undone.

Q: If a Work Field has a calculation configured, does deleting the field remove the calculation too? A: Deleting the field removes the field and its calculation configuration entirely, since the calculation lives on the field itself. See Work Fields - Configure Field Calculations.

What to Do Next: Editing and Deleting Work Fields

Get started with related tasks: - Work Fields - Create a New Work Field - Work Fields - Configure Field Calculations

Learn about related topics: - Work Fields - Overview - Plan Fields - Edit or Delete Plan Fields