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action type - delete records [2016/09/14 14:19] (current)
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 +~~NOTOC~~
 +====== Delete Record ======
 +Delete [[Record|record]] actions are used to delete or recycle record(s) defined by a [[Query Builder|query]].
 +===== Explanation =====
  
 +Delete record actions are used whenever a record should be deleted or recycled. ​ Since there is no way records can be deleted or recycled through form interfaces alone, these actions are the only way to delete or recycle records. A deleted record is removed completely from the application'​s database and this operation cannot be reversed. A recycled record remains in the database and its active [[Field|field]] is changed to reflect a recycled status. ​ This means that it will not appear in queries on the record'​s [[Table|table]]. ​ Recycled records can be restored.
 +
 +Actions can be attached to a delete record action on either the red global [[Automation Trigger|automation trigger]] or the yellow local trigger. ​ Actions on the global trigger will run anytime a record is updated in this table throughout the application,​ so an evaluation is necessary to ensure that it's only triggered on delete or recycle operations. ​ Actions on the local trigger will run during this delete record action only, so no evaluation is required. ​ These triggers fire before the record(s) are deleted or recycled to ensure the data is still available for the actions to reference.
 +
 +{{ ::​action_delete_record_drop.png?​direct&​600 |}}
 +
 +Example: Delete record actions are most often used on [[Field Type - Link|link fields]] in the mass action area of [[Form Type - List|list forms]]. ​ For instance, a builder might show a list of Account records and have a Delete button in the mass action area of the list.  To do this, place a link field in the mass action area of a list.  Then, edit the actions for the link field, and add a delete record action on the "Link is Clicked"​ trigger. ​ Since the mass action area of a list inherits the [[Context|context]] of each record in the list that was checked when the link was clicked, the query should be left inherited.
 +===== Settings =====
 +==== Query Record(s) to Delete or Recycle ====
 +
 +Use the query builder to define which records to remove from the application.
 +
 +{{ ::​action_delete_record_query.png?​direct |}}
 +==== Delete of Recycle Record(s) ====
 +
 +Choose whether to delete or recycle the records found in the query above.
 +
 +{{ ::​action_delete_record_operation.png?​direct |}}
 +==== Disable associated Table Actions ====
 +Check this box to disable all actions associated with the table the record(s) getting deleted/​recycled are in. Actions locally associated with this delete record action will still run.
 +==== Disable associated Relationship Actions ====
 +When records are deleted or recycled, any [[Relationship Record|relationship records]] they may have are deleted or recycled as well (the same operation - delete or recycle - is performed on the relationship records as was performed on the record(s)). Check this box to disable all actions associated with any relationship record'​s [[Relationship Table|relationship table]] getting deleted/​recycled.
 +
 +==== Describe this action ====
 +Useful as a comment, this description will overwrite the automatically generated description in the [[Action Manager|Action Manager]].
 +==== Queue this action and children ====
 +When an action is [[Action Queue|queued]],​ the subsequent actions continue to process without it. Meanwhile, the queued action and its children process separately. Queue actions that you don't want a user to wait for.
action type - delete records.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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