How to Delete Records in XRL-Release 3b
Learn step-by-step instructions on effectively and efficiently deleting records in XRL.
Introduction
Delete functionality in HyperGrid XRL removes the related records from the Related List view and the database.
Limitations in Salesforce Related Lists
The Salesforce Related List don't support the delete functionality for standard salesforce users. The developers and admin profiles can use this functionality. However, there is no mass delete available. Hence to delete multiple records, they have to select each of the records one by one and then delete, thus making it highly inefficient and redundant process.
In this article, we will look at how a Power User can:
- Delete records from a view
- Bulk delete records
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Prerequisite XRL view is configured and a view is created on a record page. Refer to the articles below to know how XRL is added to the page view and how to create a Related List view in XRL.
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Which type of user can delete records?
This functionality is available for all users in the HyperGrid- Standard and Power Users. It is one of the default actions that users view in the Related List View. Please note that the Delete action is visible only when at least one record is selected.
Deleting Records in XRL
We will work with Cases XRL to walk you through the steps to delete records from the view.
Step 1: On the Cases XRL view, choose any particular column by selecting the checkbox.
Step 2: Once the record is selected, go to the Menu dropdown on top of XRL view as shown below.
Step 2: Click on the Delete icon. A confirmation window is displayed to confirm delete. Select Delete to proceed with the deletion. In case, you need to abandon the operation, click on Cancel button.
Results
The selected record is removed from the Related List view as well as the database.
Bulk Deleting Records in XRL
Bulk deleting features in XRL allows you to remove multiple records in the Related List.
We will work with Cases XRL to walk you through the steps to bulk delete records from the view.
Step 1. On the Cases XRL view, select all the records that you want to delete by clicking on the checkbox.
Step 2: Click on the Delete icon. A confirmation window is displayed. Select Delete to proceed with the deletion.
Results
All the selected records will be deleted from the XRL view as well as the database.
