Contents Now Platform Administration Previous Topic Next Topic Configure cascade delete rules ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Configure cascade delete rules When a record is deleted, there are different options for how the deletion will affect records that reference the deleted record. You can configure what happens to records that reference a record when that record is deleted. Before you beginRole required: personalize_dictionary About this task For example, if you delete a user record that is referenced in the Caller ID field on several incident records, you can configure what happens to those incident records. By default, the references are cleared, so the incident records are maintained with an empty Caller ID field. Procedure Navigate to a reference field on a form. Right-click the field label and select Configure Dictionary. Under Related Links, click Advanced view. Locate the Reference Specification section. In the Reference cascade rule field, select one of the following options. Note: The option for this field have no effect for tables with m2m relationships, meaning that in this example, if the tables have an m2m relationship, the user record is deleted. OptionDescription Clear or -- None -- Deleting a record clears references (default option). Delete or Cascade Deleting a record also deletes all referencing records. For example, when a user record is deleted, any incidents assigned to the user are also deleted. Caution: Use this method with caution. Restrict Deleting a record is restricted unless there are no references to the record. For example, prevent the user record from being deleted if any incident includes a reference to the user. None Deleting a record does not change records that reference the record. Click Update. Related TasksModify a dictionary entry from a form On this page Send Feedback Previous Topic Next Topic
Configure cascade delete rules When a record is deleted, there are different options for how the deletion will affect records that reference the deleted record. You can configure what happens to records that reference a record when that record is deleted. Before you beginRole required: personalize_dictionary About this task For example, if you delete a user record that is referenced in the Caller ID field on several incident records, you can configure what happens to those incident records. By default, the references are cleared, so the incident records are maintained with an empty Caller ID field. Procedure Navigate to a reference field on a form. Right-click the field label and select Configure Dictionary. Under Related Links, click Advanced view. Locate the Reference Specification section. In the Reference cascade rule field, select one of the following options. Note: The option for this field have no effect for tables with m2m relationships, meaning that in this example, if the tables have an m2m relationship, the user record is deleted. OptionDescription Clear or -- None -- Deleting a record clears references (default option). Delete or Cascade Deleting a record also deletes all referencing records. For example, when a user record is deleted, any incidents assigned to the user are also deleted. Caution: Use this method with caution. Restrict Deleting a record is restricted unless there are no references to the record. For example, prevent the user record from being deleted if any incident includes a reference to the user. None Deleting a record does not change records that reference the record. Click Update. Related TasksModify a dictionary entry from a form
Configure cascade delete rules When a record is deleted, there are different options for how the deletion will affect records that reference the deleted record. You can configure what happens to records that reference a record when that record is deleted. Before you beginRole required: personalize_dictionary About this task For example, if you delete a user record that is referenced in the Caller ID field on several incident records, you can configure what happens to those incident records. By default, the references are cleared, so the incident records are maintained with an empty Caller ID field. Procedure Navigate to a reference field on a form. Right-click the field label and select Configure Dictionary. Under Related Links, click Advanced view. Locate the Reference Specification section. In the Reference cascade rule field, select one of the following options. Note: The option for this field have no effect for tables with m2m relationships, meaning that in this example, if the tables have an m2m relationship, the user record is deleted. OptionDescription Clear or -- None -- Deleting a record clears references (default option). Delete or Cascade Deleting a record also deletes all referencing records. For example, when a user record is deleted, any incidents assigned to the user are also deleted. Caution: Use this method with caution. Restrict Deleting a record is restricted unless there are no references to the record. For example, prevent the user record from being deleted if any incident includes a reference to the user. None Deleting a record does not change records that reference the record. Click Update. Related TasksModify a dictionary entry from a form
