Administrator Guide

Delete Functions

Note: 2017 brings changes to the Delete function of Flex. It is now a simplified system. If a top level parent item, such as an Account or standalone list item, is deleted then all the child items will also be deleted. If a child item is deleted, then all the child items related to that child will be deleted (such as Interactions and Tasks for an Opportunity).

To enable this new delete method you must install the January 2017 update (or later as all updates are accumulative).

Setting Name: Delete2017
Setting Value: True (default)

Delete Warnings

When an Account (or top level parent item) is deleted the following window will alert the user that all child items will be deleted. They can click “No, cancel” if they are unsure.

When a child item (or any item that is not a top level item) is deleted the following message box appears notifying the user that the child items will move up to the parent.

If the Delete button doesn’t appear on an Action Bar it is because the user doesn’t have permission to see it or because it is not added to the [ListName]ActionBarItems Setting. Add a row to the appropriate Action Bar with “Delete|delete.png|nolist (as shown).

Delete Options for Users

If a user has no right to delete they will not see the Delete Item button. If a user has the right to delete Flex items then delete buttons will be visible throughout the site.

All Edit forms automatically show the Delete button. However, this button can only be accessed from the full screen. See below screen for the steps to take.

Note: When an item is deleted, any SharePoint attachments for that item will also be deleted.

Recycle Bin

SharePoint has two Recycle Bins. One is at the Flex site level and the other is at the top-level site collection.

Note: Generally, if an item is not in the Recycle Bin for the Flex site, check the site collection’s Recycle Bin.

In Central Administration you can set the number of days that an item will stay in the Recycle Bin before being deleted, as well as turning the Recycle Bin off completely.

If the SharePoint Recycle system is active then all deleted items will end up in the Recycle Bin for the timeframe assigned by the SharePoint Administrator. If SharePoint is not set up to recycle items then items will be deleted. Flex will follow the set up of the SharePoint administrator.

Note: the following Settings for each list can be removed once the January 2017 (or later) update is applied as this old method of deleting items has been replaced by the above.

Setting Name: [ListName]DeleteRelated
Setting Value: [Related List Names to be deleted for the Parent List] each on their own row:

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