Is it really best practice to delete a Demand or Project that is no longer needed?

ldeveney
Giga Contributor

Hello,

What are other organizations doing in Demand and Project?  If you have a demand or project that you no longer require (maybe it was submitted in error or the idea abandoned) are you deleting it or doing something else?

What is SN's recommended Best Practice for this?

Thank you.

Linda

1 ACCEPTED SOLUTION

Brad Tilton
ServiceNow Employee
ServiceNow Employee

For any sort of record like that, a good practice is to deactivate it or set a status (like cancelled or ignored) that you can filter out in a list. You typically don't want to delete records, especially ones that could be referenced from some other table and deleting would break the reference.


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7 REPLIES 7

vinothkumar
Tera Guru

Hi,



In general, it is nota   good idea to delete any records from Servicenow. My suggestion is to make the record inactive. If the active field is not available, then please create a new field called active and made it inactive instead of deleting.


Vaiju
Giga Contributor

Hi Linda,



As mentioned above deleting record is not best practice.



As Ion & Vinoth suggested, creating status as 'Cancelled' or 'Inactive' or 'Out of Use' will be good practise.


Deleting record may cause affect on back-end reference records.



In some organisation they have very valuable data and they have policy of not to delete any data or records.



So ServiceNow best practise suggest not to delete data or records.


You can change status to 'Inactive' or 'Out of order' etc.




Best regards,


Vaijanath Shintre


shivanipatel
ServiceNow Employee
ServiceNow Employee

Linda,



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Thanks!


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