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Workflow action to delete a record
I would be good to have a workflow action 'Delete a Record'. Currently there are update and create record actions available. I have a situation where I want delete certain records based on the work flow actions.
ID
1332
Category
Customization
Author

Joseph Kurian
Date Created
1/6/2020 11:40:48 AM
Date Updated
1/14/2020 3:10:54 PM
Status
New Idea
Score
70
Promoted By
Nick AshcroftJacques du PlessisPhilipp Matuschka
cooper collier Patricio BustosDale Oliver
Joseph Kurian
Comments
Philipp Matuschka 1/6/2020 1:14:05 PM
I am in agreement, but I can also see how a Trigger which "runs away" could be very dangerous.
Joseph Kurian 1/6/2020 2:53:36 PM
With proper filter we can control the trigger.
MYCS Support 1/7/2020 4:11:19 AM
You could use api functionality in your workflow actions.

I use record change triggers to create and update records and then in certain scenarios delete
Philipp Matuschka 1/7/2020 5:50:22 AM
A workaround I use is to
- have a flag which notes a record as "ready to delete" or similar.
- Set this with a record update action
- In view permissions for regualr Roles exclude these records
- In view for the admin Role, leave these records as visible and periodacally delete them manually
- Have a weekly email subscription which tells me which ones need deleting

Another possibilty, which I have not yet tried in triggers is
URLRoot() & "/delete.aspx?t=" & TableId() & "&ids=" & RecordId() & "&back=" & BackURL())
deletes a record. I use this in Formula URL fields to Delete a record in one table from a Button on another table
Joseph Kurian 1/7/2020 9:31:08 AM
I prefer to URL approach (even the Teamdesk Staff suggested the URL approach), I do not want to deal with the manual deletion. I can do api calls from my back end process to delete records. That works fine. I can automate that process too. But I prefer to have it in the TeamDesk database/application itself that functionality.
Philipp Matuschka 1/7/2020 11:53:34 AM
" But I prefer to have it in the TeamDesk database/application itself that functionality."
Agreed which is why I promoted it
Anton Avguchenko 1/14/2020 3:10:54 PM
Two ways you could do this.
1. Ask yourself, do I really need to delete this record? Or will it be sufficient to make it Status 'VOID' and exclude records with that status from your views or maybe even at record access level.
2. If you really really need to delete the record, you can achieve this with a Call URL action to teamdesk API (which does have a delete method).
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