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Getting Started > Working with Records > Deleting and Restoring Records

Deleting and Restoring Records

You can delete a record if your access level to that record allows it. You can delete a list of records if your role includes the Batch Delete privilege.

CAUTION: When you delete a record, some or all of the records linked to the record that you delete might also be deleted.

Before you begin. It is recommended that you read the About Deleting and Restoring Records topic, which provides information about the linked records that are deleted when a parent record is deleted as well as other information about deleting and restoring records.

To delete a record from a record Detail page

• On the record Detail page, click Delete.

  NOTE: If you access the record Detail page by drilling down from a List page or from a list of related records on a parent record, then after you delete the record, Oracle CRM On Demand returns to the page from which you drilled down.

To delete a record in a list of records

• In the row for the record that you want to delete, choose Delete from the record-level menu.

Deleting Lists of Records

Many top-level record types support the batch delete feature, which enables you to delete multiple records at the same time from a List page. The following procedure describes how to delete a list of records.

NOTE: Certain record types that are specific to Oracle CRM On Demand Life Sciences Edition do not support the batch delete feature, including the Message Response, Messaging Plan, Messaging Plan Item, Messaging Plan Item Relations, Inventory Audit Report, Inventory Period, Sample Disclaimer, Sample Transaction, and Transaction Item record types.

To delete a list of records

Before you begin. To perform this procedure, your user role must include the Batch Delete privilege.

1. From the record Homepage, click the list of records you want to delete.

   TIP: Export the list before you delete it. Exporting the list allows you to import the data in to Oracle CRM On Demand if you delete some records in error.

2. On the record Lists page, click the Menu button and select Batch Delete.
3. Click OK to confirm that you want to proceed.
4. On the Batch Delete Queue page, click Proceed in the Active Requests section.

   NOTE: If you do not click Proceed, then the deletion does not occur. You can return to the Batch Delete Queue by clicking the Admin global link and then the Batch Delete Queue link on the Admin Homepage.

5. To review the log file for the deletion, click Log in the Processed Requests section.

Restoring Records

The following procedure describes how to restore a record.

To restore a record

1. Click the Deleted Items global link.
2. Click Restore in the row for the record.

   NOTE: If your role includes the Recover All Records privilege, then you can restore records that anyone at your company deleted.