When you create a workflow for a form with the delete record action, it implies that with every submission of that form you require certain records to be deleted through automation. You can run this action with or without criteria. Introducing a criteria will run the delete record action only if the defined criteria is applicable. However, there is another level of criteria which is mandatory. After selecting the form for this action, you need to specify the condition based on which you need the records deleted.

Let's assume you have a Sales Management Application with a Vendor Termination form that enables you to submit to the termination request for Approval. When the approval process is updated to Approved, you need the records based on Vendor Details form be removed (the records related to the terminated vendor). To achieve this, you can introduce the delete action in data access with the criteria that enables you to remove records in Vendor Details with regard to that particular vendor.

 Related Topics

• Configure delete record action