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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. Depending on the privileges that are enabled for your user role, you might also be able to perform some or all of the following tasks:
- Delete a list of records.
- Restore individual records that other users deleted.
- Restore a list of records that you deleted.
- Restore a list of records that another user deleted.
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.
Deleting Individual Records
The following procedure describes how to delete a record from a record Detail page.
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.
The following procedure describes how to delete a record in a list of records.
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.
Before you begin. To perform this procedure, your user role must include the Batch Delete and Restore privilege.
To delete a list of records
- Open the list of records that 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.
- On the record List page, click the Menu button and select Batch Delete.
- Click OK to confirm that you want to proceed.
The Batch Delete and Restore Queue page opens. Your request appears in the Active Requests section of the page. When the request is successfully prepared, Oracle CRM On Demand sends you an email, and the Proceed option becomes available in the record-level menu for the request on the Batch Delete and Restore Queue page. In the meantime, you can optionally navigate away from the Batch Delete and Restore Queue page and then return to it later to finish deleting the list of records. You can return to the Batch Delete and Restore Queue page at any time by clicking the Admin global link and then clicking the Batch Delete and Restore Queue link on the Admin Homepage.
- In the Active Requests section of the Batch Delete and Restore Queue page, in the record-level menu for the request that you submitted, click Proceed.
NOTE: If you do not click Proceed, then the records are not deleted.
- Click OK to confirm that you want to proceed.
When the operation completes, Oracle CRM On Demand sends you an email.
- To review the log file for the operation, in the entry for the request in the Processed Requests section of the Batch Delete and Restore Queue page, click View Delete Log.
Restoring Individual Records
You can restore any record that you deleted. If your role includes the Recover All Records privilege, then you can also see the records that other users deleted in the Deleted Items area, and you can restore them. The following procedure describes how to restore an individual record.
Before you begin. To perform this procedure, the Deleted Items global link must be enabled for your theme.
To restore an individual record
- Click the Deleted Items global link.
- Click Restore in the row for the record.
NOTE: When you delete a record, the record is stored for 30 days in the Deleted Items area. During that time, you can restore the record. However, after 30 days, the deleted record is permanently purged and you cannot retrieve the record. For more information about the Deleted Items area, see About Deleting and Restoring Records.
Restoring Deleted Lists of Records
If you deleted a list of records, then you can restore all of the records in that list at the same time. If your user role includes the Recover All Records privilege, then you can also restore the lists of records that other users deleted. The following procedure describes how to restore a deleted list of records.
Before you begin. To perform this procedure, your user role must include the Batch Delete and Restore privilege.
To restore a deleted list of records
- Navigate to the Batch Delete and Restore Queue page in one of the following ways:
- Click the Admin global link, then click Batch Delete and Restore Queue.
- On any record List page, click the Menu button and select Batch Restore.
- Click the Deleted Items global link, then click the Menu button on the Deleted Items page, and then select Batch Restore.
- On the Batch Delete and Restore Queue page, in the Processed Requests section, find the batch delete request for the list that you want to restore.
NOTE: When you delete a list of records, the records are stored for 30 days in the Deleted Items area. During that time, you can restore the records. However, after 30 days, the deleted records are permanently purged and you cannot retrieve the records. For more information about the Deleted Items area, see About Deleting and Restoring Records.
- In the record-level menu for the request, select Restore.
The batch delete request is moved from the Processed Request section to the Active Requests section. When the request is successfully prepared, Oracle CRM On Demand sends you an email, and the Proceed option becomes available in the record-level menu for the request on the Batch Delete and Restore Queue page. In the meantime, you can optionally navigate away from the Batch Delete and Restore Queue page and then return to it later to finish restoring the list of records. You can return to the Batch Delete and Restore Queue page at any time by clicking the Admin global link and then clicking the Batch Delete and Restore Queue link on the Admin Homepage.
- In the Active Requests section of the Batch Delete and Restore Queue page, in the record-level menu for the request that you submitted, click Proceed.
NOTE: If you do not click Proceed, then the records are not restored.
- Click OK to confirm that you want to proceed.
When the operation completes, Oracle CRM On Demand sends you an email.
- To review the log file for the operation, in the entry for the request in the Processed Requests section of the Batch Delete and Restore Queue page, click View Restore Log.
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