Difference between revisions of "Delete Record"
From AgileApps Support Wiki
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#Click the [[More Actions]] button and choose Delete | #Click the [[More Actions]] button and choose Delete | ||
#Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons | #Review the list of records to be deleted; Optionally, modify the list with the Lookup [[Image:lookupicon.gif|link=]] or the Delete [[image:deleteicon.gif|link=]] icons | ||
#Click '''[Delete]''', and confirm your action | #Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]] | ||
For large, batch update operations, see: [[Offline Processing for Batches of 2500 Records or More]] | For large, batch update operations, see: [[Offline Processing for Batches of 2500 Records or More]] |
Revision as of 23:12, 13 August 2013
- Users with Delete permission enabled in Access to Records Owned by Others Within the Team can delete records
- Users with Delete permission enabled in Record Access Permissions can delete records
When data in a record is no longer needed, it can be deleted. Consider Mass Operations to delete multiple records (more records than is typically displayed on a page View).
Delete a Record
- In any application, click the tab containing the record you want to delete
- Select a record and open it
- Click [Delete]
- The record is moved to the Recycle Bin
Delete Selected Records
To delete selected records:
- Click the checkbox for the records you want to transfer
- Click the More Actions button and choose Delete
- Review the list of records to be deleted; Optionally, modify the list with the Lookup or the Delete icons
- Click [Delete], and confirm your action
The selected records are moved to the Recycle Bin
For large, batch update operations, see: Offline Processing for Batches of 2500 Records or More