Difference between revisions of "Delete Records"
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# | When data in a record is no longer needed, the record can be deleted. The record and any [[Related Records]] (records with a Lookup field that points to it) are moved to the [[Recycle Bin]], where they are held for 30 days. | ||
{{permission| | |||
*Users with ''Delete'' permission enabled in ''[[Access to Records Owned by Others Within the Team]]'' can delete records | |||
*Users with ''Delete'' permission enabled in ''[[Data_Access_Permissions#Record_Access_Permissions|Record Access Permissions]]'' can delete records}} | |||
===Delete a Single Record=== | |||
#Click the tab containing the record you want to delete | |||
#Select a record to open it. | |||
#In the sidebar, click '''Actions'''. | |||
#Click '''Delete'''.<br>The record and any [[Related Records]] are moved to the [[Recycle Bin]], where they are held for 30 days. | |||
===Delete Multiple Records=== | |||
<!-- | |||
To delete selected records: | |||
#Click the checkbox [[Image:checkboxicon.gif|link=]] for the records you want to 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 | |||
#Click '''[Delete]''', and confirm your action<br>The selected records are moved to the [[Recycle Bin]] | |||
--> | |||
To delete multiple records at one time, view [[Mass Delete Data]]. | |||
{{Note| To delete the records permanently in the Recycle Bin, you can use the [[Recycle_Bin#Delete_Forever | Delete Forever]] or [[Recycle_Bin#Empty_the_Recycle_Bin | Empty the Recycle Bin]] options. | |||
}} | |||
Latest revision as of 09:07, 22 June 2023
When data in a record is no longer needed, the record can be deleted. The record and any Related Records (records with a Lookup field that points to it) are moved to the Recycle Bin, where they are held for 30 days.
- 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
Delete a Single Record
- Click the tab containing the record you want to delete
- Select a record to open it.
- In the sidebar, click Actions.
- Click Delete.
The record and any Related Records are moved to the Recycle Bin, where they are held for 30 days.
Delete Multiple Records
To delete multiple records at one time, view Mass Delete Data.
Note: To delete the records permanently in the Recycle Bin, you can use the Delete Forever or Empty the Recycle Bin options.
