A Deleting Agile Objects

This appendix describes how you can delete Agile objects.

Java Client and Web Client support ”soft” and ”hard” deletes for many Agile object classes. When you soft-delete an object in the database, it is not permanently deleted. A soft-deleted object is marked ”Deleted” in the database, and its object number or name is reserved. You cannot create another object with the same type and number or name as a soft-deleted object.

When you run a search, soft-deleted objects do not appear in the search results table. To locate soft-deleted objects, you must run the predefined deleted object searches in the Recycle Bin Searches folder.

You have access to the Recycle Bin Searches folder if Recycle Bin Searches is included in the Searches field of your user profile. If you have the appropriate privileges, then you can edit your user profile and add Recycle Bin Searches to the list of searches in the Searches field. If you do not have the appropriate privileges to modify the Searches field in your user profile, then ask the Agile administrator to modify your user profile.

A hard-deleted object is permanently removed from the database.

You cannot undelete a hard-deleted object.

In order to soft-delete, hard-delete or undelete an Agile object:

You must have the appropriate Delete or Undelete privileges for that object.
All relationships and subscriptions must be removed.
The object must meet any additional conditions that determine whether it can be deleted or undeleted.

In general, if deleting or undeleting an object would cause the compromise of data integrity, the delete or undelete action is disabled.

A.1 Notes about Deleting PSR or QCR Objects

Before you can delete a Product Service Request (PSR) or Quality Change Request (QCR) object, it must meet the conditions described below.

The Agile administrator has assigned to you a role that has the appropriate Delete privileges.
All relationships and subscriptions have been removed.
The PSR or QCR is at the Pending status type or the Unassigned status.
You have Discovery and Read privileges for any items on the Affected Items table; otherwise, you cannot delete the PSR or QCR.

To delete a PSR or QCR that has already been released, you must first unrelease it. You need the appropriate privileges to unrelease a PSR or QCR by using the Workflow tab to switch it to a different status.

You cannot delete a PSR if:

It appears on the Relationships tab of a QCR.
It is currently part of a corrective action process. Remove the PSR from the QCR and then delete the PSR.
It appears in the Related PSR tab of another PSR.
It is currently part of a larger problem. Remove this PSR from the parent PSR and then delete it.
It appears on the Related PSR tab.
It is being used to aggregate multiple problems. Remove the related PSRs and then delete it.

You cannot delete a QCR if:

It has any PSRs on the Relationships tab.
If the corrective action process contains Problem Reports. Remove the PSR from the QCR and then delete the QCR.
It has any Changes on its Relationships tab.
If the corrective action process is already routed through engineering changes. Remove the Changes from the QCR and then delete the QCR.

A.2 Soft-Deleting an Object

When an object is soft-deleted, it is no longer available for use. However, until it is hard-deleted, its number or name is reserved in the Agile PLM database and cannot be reused.

To soft-delete an object in Java Client:

Select and open the object you want to delete.
Click the Delete button, and respond Yes to the confirmation prompt.

The object is soft-deleted.

To soft-delete an object in Web Client:

Select and open the object you want to delete.
Choose Actions > Delete, and respond OK to the confirmation prompt.

The object is soft-deleted.

A.3 Undeleting an Object

If you have the appropriate privileges, then you can undelete soft-deleted objects.

To undelete an object in Java Client:

Run the appropriate Deleted objects search from the Recycle Bin Searches folder.
Open the deleted object you want to restore.
Click the Undelete button.

To undelete an object in Web Client:

Run the appropriate Deleted objects search from the Recycle Bin Searches folder.
Open the deleted object you want to restore.
Choose Actions > Undelete.

You can click the Navigator button in the search results table to display the search result object links in the left pane navigator drawer.

A.4 Hard-Deleting an Object

Soft-deleted objects still exist in the database. To remove an object permanently, you must hard-delete it. While an object is still only soft-deleted, you can undelete it.

To hard-delete a soft-deleted object (if you have the appropriate privileges) in Java Client:

Run the appropriate Deleted objects search from the Recycle Bin Searches folder.
Open the object.
Click the Delete Object button, and respond Yes to the confirmation prompt.

To hard-delete a soft-delete object (if you have the appropriate privileges) in Web Client:

Run the appropriate Deleted objects search from the Recycle Bin Searches folder.
Select the one or more object rows in the search results table.
Click the Delete button.
In response to the warning prompt, choose Continue and then click Finish.
Or, you can hard-delete one object at a time:
- Open the object.
- Choose Actions > Delete, and respond OK to the confirmation prompt.

You can click the Navigator button in the search results table to display the search results object links in the left pane navigator drawer.