how to remove records in related list in workspace

RandiReyna
Tera Contributor

Hi all,

I am unable to get my button to work in audit workspace. I am trying to remove records in a related list without deleting from the system. I replicated an OOTB delete button which is using cascade delete that doesn't delete records from the system in a different related list and only removes them, but when I replicated to new table in related list, it deleted the records from the system. Any help is appreciated.

4 REPLIES 4

Zach Koch
Giga Sage
Giga Sage

Can you post a screenshot of your button configuration? There would only be two ways to remove records from a related list. One would be to delete the records, the second would be removing the data from the record that is tying it back to the record you are on while viewing the related list. For example, if you are on an Incident record and are looking at a related list of Time Worked records tied to the Incident, you would need to remove the Incident from the Time Worked record's task field and save it, which would break the link between the two records.

If this information helped resolve your issue, please remember to mark response correct and thumbs up to help future community members on this information, thanks!

@Zach KochI replicated one OOTB. It removed records from entities without deleting the entire record from the system, which is the same behavior I need for observation related list under the parent engagement in audit workspace. There is no payload or add-on event.

Screenshot 2024-11-20 at 8.48.28 AM.png

 

I was able to remove it without deleting by using a server script. Thanks for the info @Zach Koch 

Great! Glad you were able to solve it.

If this information helped resolve your issue, please remember to mark response correct and thumbs up to help future community members on this information, thanks!