The Formula Management Wizard allows you to delete multiple Formula Types. The process consists of two phases - selecting Formula Types you want to delete and confirming its deletion.
Prerequisites
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To access the Wizard, the user must be assigned the
AGR_FormulaAdminbusiness role.
Phase 1: Select Formula Types
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To open the wizard, navigate to Company Processes > Formula Type Management Wizard.
You begin by using two input fields:
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Select author of a Formula Type (user filter): Filters Formula Types by the user who created them.
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Select active Formula Types you want to delete (formula type selector) – Lists available Formula Types that you can delete.
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After making selections, the wizard displays two tables:
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Formula Type Details – Shows each Formula Type's name, label, creation and update details, and JSON Configuration Storage status.
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Formula Type Usage Details – Lists formulas created with the selected Formula Types and the contracts where they are used.
Phase 2: Confirm and Delete
To confirm deletion:
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Select the checkbox Confirm deletion of selected Formula Type(s) to confirm your intent.
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Click Apply to submit the removal.
The wizard then performs the following actions:
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Removes the Formula Type from the JSON Configuration Storage table.
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Deletes a Price Parameter with an input definition (if applicable).
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Updates the Groovy library used by the Formula Designer by removing elements of the selected Formula Type(s).
Summary
After deletion, the wizard presents a summary:
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Deleted Formula Types: Lists the Formula Types you deleted.
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Usage Summary: Shows the contracts where these Formula Types were used.