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.
- From your open workflow, click a Clear element on the canvas.
The Element Tools tab displays on the ribbon.
- 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.
- 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.
- To display a confirmation message when the record association
is cleared, click Confirmation Message and
enter the message.
- 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.