Difference between revisions of "Form Delete All Records"
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| − | + | = Overview = | |
| − | + | Following the creation of a form there are a number of instances where its useful to remove the records that were added during testing. | |
| − | + | To remove all records follow the following steps. | |
| + | #Go to ''Form Management''. | ||
| + | #Then ''Form - Primary Management''. | ||
| + | #Select ''Form - Edit''. | ||
| + | #Select your form. | ||
| + | #Scroll down on the left hand side of the console and click ''Reset for Live Use''. | ||
| − | This functionality is also useful for Surveys where you wish to remove all test records before go live. | + | |
| + | Note: '''This function will remove all records'''. It is not possible to isolate test records with this function. | ||
| + | |||
| + | |||
| + | This functionality is also useful for Surveys and Quality Forms where you wish to remove all test records before go live. | ||
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| + | |||
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| + | = Alternate access to functionality = | ||
| + | |||
| + | |||
| + | This functionality can also be accessed without using the console. | ||
| + | |||
| + | ''Main Menu > Form Management > Form - Form and Data Deletion > Data Deletion - All Data > Choose your form > Confirm the deletion'' | ||
| + | |||
| + | |||
| + | Using this approach, grouped deletion is possible. | ||
| + | |||
| + | |||
| + | ''Main Menu > Form Management > Form - Form and Data Deletion > Data Deletion - Grouped Data > Choose your form > Provide your grouping options > Confirm the deletion'' | ||
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| + | |||
| + | [[Category:Topic:Contact Centre]] | ||
| + | [[Category:Module Specific:Form Management]] | ||
| + | [[Category:Topic:Security]] | ||
Latest revision as of 23:56, 7 February 2017
1 Overview
Following the creation of a form there are a number of instances where its useful to remove the records that were added during testing.
To remove all records follow the following steps.
- Go to Form Management.
- Then Form - Primary Management.
- Select Form - Edit.
- Select your form.
- Scroll down on the left hand side of the console and click Reset for Live Use.
Note: This function will remove all records. It is not possible to isolate test records with this function.
This functionality is also useful for Surveys and Quality Forms where you wish to remove all test records before go live.
2 Alternate access to functionality
This functionality can also be accessed without using the console.
Main Menu > Form Management > Form - Form and Data Deletion > Data Deletion - All Data > Choose your form > Confirm the deletion
Using this approach, grouped deletion is possible.
Main Menu > Form Management > Form - Form and Data Deletion > Data Deletion - Grouped Data > Choose your form > Provide your grouping options > Confirm the deletion
