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Got another one. 

How can I delete entries from tables that I made? 

Example, I made a table called BlackoutDate and i entered a bunch of test data while setting up a screen and grid for it. I need to get that test data out because it's not relavant. 

thanks!

Set up a Screen based on the Blackout table.   Add a grid with a few columns.  All of your data should display.  Then add an addition "select" column.  This allows you to add an action to this column. Call this column "Delete line"   Add the "delete"action.  and "refresh grid" action.  Add your screen to one of your Method tabs.

Open up screen.. All your data should show with along with the additional "delete line".  

When you click on the 'delete line' column it will delete the record from the table.   if you want to get fancy you could set up a loop through grid to delete your lines.  But that is only worth it if you have a lot of data. 

that should get you going.

Fran

Ok great. 

One question, Which delete action am I adding? The one from Screen that says delete record or the one from table? Want to make sure I don't delete the wrong thing. 

Thanks! 

Hi Sixtel,

In Maureen’s example, if you add a grid link and label it "Delete", the necessary actions should be added to the link's actions automatically. If not, you’ll want to add the following:

- Delete Record From Table

- Refresh Grid

Depending on what you're doing with records in this table, you may want to instead setup a management screen for it allowing you to add, modify and delete records from it. There are several screens in Method setup for this purpose that you can reference. Once example is the New / Edit Activity Types screen (CRM_ActivityTypeList).

I hope this helps.

--Audisho

Not sure where I am going wrong here but I am getting an error thrown.

Here is what I am trying to do:

Hi Sixtel,

In your last screenshot, the Where Field should be RecordID. Your action will appear as follows:

Select Table: CJSBlackOutDate

Where Field:  RecordID                 <--- Change this one!!

                     Equal To

Value:           Value From Screen

                     CJS Black Out Date:RecordID

--Audisho

Ah yes this makes perfect sense.

I am not sure how i got confused on that. 

I will test this as soon as I figure out why i no longer see customer data when i click a contact to edit. Not sure what I have done.