Remove/Unlink Records from related list

[BKash]

Hi, I want the records from related lists [Downstream risks and Downstream controls] on Entity form[sn_grc_profile] for a particular entity class to be removed without getting them deleted. How can I achieve this without creating buttons on related list?

[pramodhm112 · Accepted solution]

Hi @BKash

To remove the records from the related lists [Downstream Risks] and [Downstream Controls] on the Entity [sn_grc_profile] form for a specific entity class, without actually deleting the records or adding buttons to the related lists, you can achieve this by applying a dynamic filter or modifying the relationship condition.

Here are a couple of clean ways to approach it:

1. Use a UI Policy or Client Script (onLoad) to dynamically filter the related list display: You can hide or restrict the records shown in the related list by adding a filter condition based on the entity class. This doesn’t delete data & it simply limits what is visible for that context.

2. Modify the relationship query in the related list configuration (via Dictionary Override or Related List Condition):

You can add conditions such as entity_class != <your_target_class> to prevent records of that class from appearing in the list.

This way, the records are not deleted; they’re just hidden from the form based on the specified logic.

Thanks,
Pramodh

[Ankur Bawiskar]

@BKash 

share some screenshots for your requirement.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[BKash]

For example, we have this entity class 'Application', and there are three entities under this. So, for these three entities I want to remove the downstream controls and downstream risks records.