Unlinking Multiple Records

Users with the Process Manager or Process Administrator Authority Profile can select a number of processes to be unlinked, using a single action.

To unlink multiple records from their processes, select the Unlink action, either when editing the Process's Linked Records page, or from the Process Links section / page when editing a linked record.

The process unlinks the record from the process activity, plus any other activities within the process that link to the record, where they share the same Linkage Group. The status of the activity is reset to Not Started, unless other records remain linked to it.

If other records remain linked, the status of the remaining linked records (in the same Linkage Group) is considered, and compared to the Started and Completed statuses defined in the corresponding Activity Type glossary to check whether the activity statuses should remain the same, or be set back to Not Started:

• If one or more remaining records match the Started status, the activity remains Started (or is set to Started, if previously Complete). It is not reset to Not Started.

• If all remaining records match the Completed status, the activity remains Completed. It is not reset to Not Started.

• If none of the remaining records match either the Started or Completed status, the activity is reset to Not Started.