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Overview

  • The Delete Records action is used to remove specific data entries from a database or repository. It is important for maintaining clean, relevant, and up-to-date datasets by eliminating redundant, outdated, or unnecessary information.

  • In a workflow, this action ensures that obsolete or incorrect records are properly disposed of, reducing clutter and improving data accuracy.

  • This action plays a key role in data management and system optimization, ensuring workflows don’t retain unnecessary or outdated information.

  • Let’s explore the screens that follow, after drag-n-drop of Delete Records action on workflow canvas.

Config

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Config Field

Description

Source Type

In this dropdown, you can select a source among various sources from which you want to delete records.

Note: By default, the Source Type is Object. Other options include Model and Variable.

Note: Fields below this will be populated based on the Source Type one chooses. If Variable and Model are chosen, only two fields of choosing specific model as well as variable and Key Field will be populated.

Object

In this option, you can select the object from which you want to update records. The chosen object will define the source of data for deletion.

Note: Label of this field is dependent on Source Type chosen earlier. If chosen variable or model, label will be the same either variable or model as per selection.

How many records to store?

In this option, you can specify the number of records to delete from the selected object. You can choose to delete either a single record or multiple records based on your operational needs.

  • Single Record: Deletes only one record from the object, typically the first matching record.

  • Multi-Record: Deletes multiple records.

Delete Specific Records

Check if you want to delete only specific records.

Filters

This option enables user to filter records data from the selected object using AND and OR logical operators. These operators allow the user to create complex logic for deleting records, ensuring that only the relevant data is deleted.

Note: By default, this field in invisible. It will only be populated if Delete Specific Records checkbox is checked.

Info

Reference: Filters

Key Field

It enables to decide which will be key field to track the records.

Note:

  • It is advised to assign a field which contains unique value to this field.

  • By default, Id is the key field considered here.

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In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon. It opens up a screen to provide value using merge text.

Info

Reference: Merge Text

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For example, you can set the Billing State to South Central Chillie.

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Include Page
Manage Input Variable
Manage Input Variable
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For example, if a company wants to close its business from Malaysia and thus wants to delete all the client records from the country, thus it can use Delete action for the specifying the Filter Criteria as Billing Country Equals Malaysia.

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