Associated Data exists - Please detach Message When Deleting Matter

Modified on Wed, 28 Feb at 11:11 PM

Problem 


You have completed the Pre-Close File Check and successfully closed the matter.

You now want to delete the matter but you are getting the error: 

Associated Data exists - Please detach




Solution 


To find out where the matter is still being used: 

  1. Go to the matter in question 
  2. Matter Menu > Matter > Show Where Used 


If the "Matter Check List" box is ticked and is stopping the Matter from being deleted: 

  1. Go to the matter in question 
  2. Matter Menu > Matter > Review Matter Details (inc Profile) 
  3. Set the Work Type to a Work type that doesn't have a Workflow event associated with it 
  4. Then try to delete the matter. 


If the "Movements" box is ticked and is stopping the Matter from being deleted: 

  1. Go to Entity Enquiry > Matters tab - context menu - View Closed > Delete 


IMPORTANT: Normally Matters are only deleted if they were accidentally setup in the first place as all record of the Matter is lost and not retrievable when deleted. Closing a Matter is usually all that is needed.


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