When deleting a Creatio record, you can opt to delete or save its connected records.
To delete a record from the drop-down list, select it, and press Delete (Fig. 1):
Before you can delete a record, the system asks for confirmation. Once you've given your confirmation, the record will be deleted if:
this record is not connected to other objects in the system.
you have sufficient permissions to delete the record (Fig. 2).
When you try to delete a record connected to other records, a notification appears and you can view the list of connected objects, by clicking See more (Fig. 3).
The opened page displays objects that the record is connected to. Information on the record and connected objects is conveniently grouped in the sections in which they are contained (Fig. 4).
To view detailed information on the objects connected to the record, click the button to the left of the section in which they are contained.
After analyzing the drop-down list, you can:
- Remove the record from the list and leave it in the system. To do this, click the button to the right of the record name.
- Delete the along record with all the connected objects. To do this, click Delete records and then click Delete connected records. The connected objects can have their own connections that need to be handled separately.
- Delete a record and leave the connected objects in the system. To do this, select the Do not delete connected records command.
To delete multiple records:
In the Actions button menu, click Select multiple records (Fig. 5).
Select the records you wish to delete.
In the Actions button menu click Delete.
A notification displays the number of successfully deleted records and the records not deleted due to their connections to other objects.
If you need to delete all records from the drop-down list and their connections, click the Delete records button and select the Delete connected records command (Fig. 6).
If you need to delete records from the drop-down list selectively, and examine the list of objects connected to those records. Read more >>>