Delete data item rule

Introduction

This rule implements the Delete function which is one of the CRUD (Create, Read, Update and Database) functions. The rule will delete an item data from a chosen data source, for example SharePoint, SAP or Oracle databases, see Data connectors for more details.

The Data source filter in this rule is used for targeting specific data item in your data connection. The item you want to delete within your data source is targeted by filtering it out using a field within your form. It is a good idea to connect a dummy field to your data source first and then use that field to filter for the item you want to delete.

When to use

The Delete item rule should be used whenever you want to delete an existing item within a data source of your choice.

You can add this rule:

  • to a field
  • to a form
  • to a process (the rule will run on load)

How to get started

  1. Click on an existing process by going to Administration > Designer and decide which form, or field you will apply the rule to, by clicking on that item so that it is in edit mode so you can see the Edit/pen button, Pen button Pen button.

  2. Click on Add a rule > Data > Delete item.

  3. In the Edit rule - Delete item dialog box, give the rule a title in the Title field.

    Edit rule - Delete item dialog box

  4. If you want to add conditions for the rule, click on the Edit conditions button Edit conditions button see Conditions for more details.

  5. Click on Select data source button Select data sourceto select the data source you want to update an item in. When you select your data source, new mapping options are presented.

    Delete item - mapping options

  6. Data source filter - works on condition bases where by you can filter the specific item that you want to delete from your data source. The condition uses a field from within your form and therefore it is good practice to create a field and connect it to your data source to have the ability of selecting an item that you want to delete. To learn more about conditions go to Conditions.

  7. On success mapping - select the field(s) in the form which will store information and populate the data source field or text field with the respective data source value. To learn more about success mapping go to On Success Mapping.

  8. On error mapping - select the field(s) in the form which will store error messages. Then type in a value or use Error message, to create a system generated error message if an error occurs during rule execution. To learn more about error mapping go to On Error Mapping.

Editing, deleting or duplicating rules

When you have clicked on an existing rule, and the rule is visible in the right-hand pane under Rules, there are a number of options available to you.

  1. To disable a rule click the slider across beside the rule name.
  2. To copy a rule, click on the Duplicate button Duplicate button beside the rule name.
  3. To delete a rule, click on the Bin/Trash button Bin/Trash button.
  4. To view a rule, click on the rule name to open the Edit rule dialog box.

What’s next Idea icon

To find out more about other Data rules go to Data rules.

To find out more about other rules go to Rules.