Edit Clear Attributes

The Clear element is used to clear the association of the working record with any organization, contact, answer, incident, or opportunity. After you add a Clear element to your flow diagram, you must edit its attributes to select the working record you want to disassociate.

You can also clear a record association by using a Set Fields element to set the value to No Value, but using the Clear element can make the flow diagram easier to understand.
  1. From your open workflow, click a Clear element on the canvas.
    The Element Tools tab displays on the ribbon.
  2. Click a button in the Working Record button group to select the record you want to clear the association from.
    The working record label is updated with the name of the selected working record.
  3. If more than one record of the selected type is open in the record pool, click a button on the right of the Working Record button group to select the record you want to clear the association from.
    For a menu of available records, click Expand Working Records below the scroll bar in the Working Record button group.
  4. To display a confirmation message when the record association is cleared, click Confirmation Message and enter the message.
  5. Click OK.
    Note: When an association is cleared by a Clear element, the update is not automatically saved in the database. To save the change made by the Clear element, be sure to open the working record in a workspace that has the Save button enabled or follow the Clear element with a Save element. See Save Attributes.