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Claris Engage 2025 - March 25-26 Austin Texas ×

Allow cancellation of record creation, but not delete?


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Posted

Hello,

Is there a way to set privileges for users such that they can cancel out of record creation (delete the record) when they started one by accident, but still not allow them to delete other records which have already been committed?

For example, a user accidentally clicks on "New Record" when they meant to click on "Find". Now they are stuck trying to get past the required field messages and can't get back to what they were doing until the new record has been committed. Is the only way to have them complete the record with bogus data and ask the admin (me) to locate and delete the unneeded record? I don't want people to be able to override the data validation warnings for good records, as that compromises the data integrity.

Thanks!

Posted

Thanks for the responses! Very helpful!

I didn't know that "Revert Record" would remove a record that hadn't yet been committed. I created an "Oops!" button tied to the Revert Record script step, and it seems to work well!

Thanks again!

This topic is 4587 days old. Please don't post here. Open a new topic instead.

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