Delete linked records

When deleting a Creatio record, you can opt to delete or save its connected records.

Delete a record from the drop-down list

To delete a record from the drop-down list, select it, and press Delete (Fig. 1):

Fig. 1 Deleting a record

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).

Fig. 2 Insufficient rights to delete a record

note

To obtain rights to delete records, please contact your system administrator.

Delete a record with links to other Creatio objects

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).

Fig. 3 Viewing objects connected to a record

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).

Fig. 4 Deleting a record connected to other sections

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.

Delete multiple records

To delete multiple records:

1. In the Actions button menu, click Select multiple records (Fig. 5).

   Fig. 5 Selecting multiple records to delete

   

2. Select the records you wish to delete.

3. In the Actions button menu click Delete.

   note

   The number of records selected for deletion is displayed in brackets on the Actions button.

   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).

   Fig. 6 Deleting multiple records connected to other objects

   

If you need to delete records from the drop-down list selectively, and examine the list of objects connected to those records. Read more >>>

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See also

Work with record lists

Finding and merging duplicates

Folders