You can create rules to delete records that meet certain criteria. For example, users could be instructed to insert "DELETE" into the Title field of tickets that should be deleted. A rule can be defined using the Delete Item action to remove those records when they are saved or updated.
To define a rule for deleting records
- Open the item where you want to define the rule:
- Click the Administration tab.
- In the appropriate section, click the name of the container or click Manage to open the container Administration page, Then double-click the container.
The container Administration page appears. - In the left pane, click the item link (such as Record Definitions in workspaces).
The Items page appears. - Double-click the item that you want to modify.
The Item details page appears.
- In the left pane, click Business Rules.
- Click New Business Rule and select the appropriate rule type.
The Rule Builder page appears. For detailed information about configuring different types of rules, see Types of business rules. - In the Business Rule Name field, enter a descriptive name for this rule.
- (Optional) In the Description field, type a useful description for this field.
- In the Business Rule Schedule field, accept the default of Run any time or select from the custom schedules defined for this container.
- In the Triggers section, select a trigger and configure the details.
- In the Criteria section, enter values to identify the item that you want to delete (such as Title fields that contain "DELETE"), and click Create.
- In the Actions section:
- Click Add new action.
- In the Action field, select Delete Item.
- Click Create.
- Click Save.
Publish the container to implement your changes:
In the breadcrumb trail, click the container link.
Click Save and Publish.
A confirmation message appears.Click Yes.
The Publication Succeeded message appears, showing the number of errors and warnings.