Skip to content

Delete a Lookup Setup

To delete a lookup setup, follow the steps below:

  1. In the Lookup Setup list, right-click an existing setup.
  2. From the context menu, select Lookup Setup Delete.
  3. After clicking Lookup Setup Delete, a confirmation pop-up will appear. Click Yes to confirm, then click OK to proceed.

WARNING

If the Lookup is still assigned to any document class or field, the system will prevent deletion and display a warning message: “Lookup is referenced by a document! Cannot delete the selected lookup.”

To successfully delete a lookup:

  1. First, unassign or remove the lookup from all document fields and classes where it is currently in use.
  2. Once no references exist, repeat the deletion process.

TIP

This safeguard ensures that essential lookup logic tied to active document processing is not accidentally removed.