How to delete and discard records

Deleting and discarding records have very different consequences:

  • When a record is deleted from a group of records, it is removed from the database.
  • When a record is discarded from a group of records, it is only removed from the current result set. It is not removed (deleted) from the database.

How to discard a record

  1. Select the record(s) to discard.
  2. From the module Ribbon, select either:
  3. A warning message displays.

  4. Click Yes to proceed with the discard.

    Note: Discarded records are only removed from the current list of records. They are not deleted from the database and can be located and displayed again with a search.

How to delete a record

  1. Select the record(s) to delete.
  2. From the module Ribbon, select either:
  3. A warning message displays.

  4. Select Yes to proceed with the delete.

    Note: If a record to be deleted is a targetClosed record (another record has made an attachment to it), you will be unable to delete the record without first removing the link in the primaryClosed record. For example, if a Catalogue record made an attachment to a Parties record, you must remove the attachment in the Catalogue record before you can delete the Parties record.

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