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delete selected activities

Last post 08-27-2015 3:01 PM by Method_Morty. 3 replies.
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  • 08-27-2015 6:23 AM

    delete selected activities

    I have a customized Activities List screen that I copied over from Field Services and then made some changes to so that I could select multiple activies and have the "Update Selected" tab to change a group of activities at one time.  I would like to add an option to be able to "delete selected activities" so I can get rid of a bunch of cancelled activities, however nothing I have tried has been successful in deleting multiple activities.  Can anyone tell me how to add this? 

  • 08-27-2015 10:35 AM In reply to

    Re: delete selected activities

    Answer

    Hey Maureen,

    I believe you already have a row for check boxes in your Activity Grid so we skip that step.

    Now add a Button to the screen (e.g. 'Delete Selected'):

    - Loop Through Grid (Activity) (NOTE: ONLY CHECKED ROWS is crucial here)

    - Now in the loop add a 'Delete Record From Table'

    This is my full Action Set:

    Maureen remember this action is irreversible, use with caution. I would throw in some Conditional Warnings in the Action Set to be safe.

    I hope this answers your question.

    - Mortaza


    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 08-27-2015 2:49 PM In reply to

    Re: delete selected activities

    Hi Mortaza,

      Thank you!!  Works perfectly and yes I threw in a Message of "Are you sure you want to delete multiple activites" And a Conditional Warning of Stopping the process if I was trying to delete anything that contains a status other than "Cancelled".  Thanks so much for your help!

    With Gratitude for this Forum Smile

    Maureen

  • 08-27-2015 3:01 PM In reply to

    Re: delete selected activities

    Hey Maureen,

    Awesome! That conditional logic is the best route of action, better safe than sorry :).

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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