Delete a broker request
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Remove an obsolete property-broker request.
Where to goAdmin Area → Property Operations → Properties → open property → Broker Requests → Delete
Before you start
- Use an account with real_request_broker: Delete and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Remove an obsolete property-broker request. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Property Operations → Properties → open property → Broker Requests → Delete.
- Go to the exact record and review linked documents, payments, approvals, files and portal visibility.
- Select the supported Delete, Remove, Void or Cancel action.
- Verify the action only after checking the consequence described below.
- Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.
Fields and options
Exact actionDelete a broker request
Exact navigationAdmin Area → Property Operations → Properties → open property → Broker Requests → Delete
Module version1.0.0
Access rulereal_request_broker: Delete
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionCheck status and linked customer/property before converting to a contract or invoice.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Rules and limits
- No Edit capability is registered for this group; replace/recreate through supported actions if needed.
- Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
- Status changes and conversion actions validate the current request and linked record IDs.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
Check it worked
- The supported delete a broker request flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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