You can configure a data entry workflow to delete records through a controlled and auditable process. This setup ensures proper validation before permanently removing any data.
Set up the data entry workflow template, data entry workflow steps, and dynamic menu form setup to support controlled record deletion.
Enable record deletion in the data entry workflow template. Add a confirmation message to help prevent accidental record deletion by confirming the intent. This message appears when you start record deletion and when you approve record deletion.
Define which data entry steps apply when a data entry workflow is started to delete a record. The first data entry step always applies by default. You can show or hide additional data entry steps.
A data entry workflow template that you can use to delete a record must always end with an approval step to approve the record deletion.
Enable the delete option in the dynamic menu form setup for the applicable form. Once enabled, you can select the record deletion option on the applicable form.
To start the record deletion from the applicable form, select a record, select the Delete record option, and choose a data entry workflow template. When you click Delete on the workflow task dialog, the record deletion confirmation message appears. Once confirmed, a check is done for any dependencies or conditions that can prevent record deletion. If the record can be deleted, the workflow task is finished.
Use the last approval step of the data entry workflow to approve the record deletion. When you click Approve on the workflow task dialog, the record deletion confirmation message appears. Once confirmed, the record is deleted permanently and the workflow task is finished.
