Configuring Delete Actions

An Action can be configured to automatically delete record upon submission of the initial form, based on a particular user's decision, or even be made available for user to delete a record when it reaches a particular phase; however, in most quality systems this would not be allowed and it is not best practice to use delete as an action. Delete Actions can be configured for the following tools:

• Initiating Form - On Submission
• Action Phase - On Exit
• Phase - On Exit
  
  

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow or open an existing workflow.
3. On the design canvas, left click to highlight the Initiating Form, Action Phase, or Phase object.

4. Click the On Submission or On Exit tab in the Properties panel.
   Result: The Validation Rules/Actions window is displayed.
5. Click the Add Action drop down button and select the Delete action option.
   Result: The Action window is displayed.

6. Enter the information in the following fields:
   

Field	Definition
Name	Enter the name of the action (for example, Delete Case).
Rule	Associate a rule with the action, an example of which would be, if the action needs to be executed conditionally based on the result of the rule.
Successful Message	Enter the message to display to the end user upon successful completion of the action.

7. Click the OK button to save the action.