Unlike other views, a Delete View isn’t an actual screen view; it serves as a permission to delete an object. Delete Views define permissions and provide associated instructions for deleting an object. An object can only be deleted if it has an assigned delete view. Admins can control deletions by associating delete views with specific object states, restricting deletion to a limited scope.
For a user to delete an item, two conditions must be met:
A delete view must exist and be accessible for the object's current state.
The user’s role-based access profile includes the delete view.
If both conditions are met, a Delete option will appear on the top bar of the object's display and edit views. If the delete view is linked to a specific list view, you can delete the object directly from the list.
Configuring a Delete View
To create a delete view:
Open the Delete Page and click Create New. The view type will be pre-selected and cannot be changed.
States: By default, the delete view applies to objects in all states. If you want to restrict deletion to specific states, select the allowable states here. This is a multi-choice field.
Filters: You can add additional permissions or restrictions for deleting an object by creating a filter. Click the + icon to add available filters to the delete view configuration.
User Roles: Select the agent and client user roles that are allowed to delete the objects using this delete view.
Example Use Case:
The admin has selected Created and Return Denied states, meaning only objects in these states are eligible for deletion.
A filter has been added to ensure that only objects with a specific label value (Label 1) can be deleted, adding an extra layer of restriction.
Only agents with the "RMA and Service Rep" role have permission to delete objects via this Delete View. No client user roles have been assigned, meaning clients cannot delete the objects.
This setup restricts object deletion to certain users, states, and specific conditions, giving the admin precise control over which objects can be deleted and by whom.
.png "image(74).png")
Accessing Delete Views in the Agent/Client Portal
1. From the Object Display/Edit View: A Delete button will appear in the top bar of the Display View or Edit View of the object.
.png "image(75).png")
2. From the List View: If a Delete View is added to the List View configuration, eligible users can delete objects directly from the list.
Select the object(s) by checking the checkbox next to the object(s) in the list.
A red Delete button will appear at the top right corner of the List View.
When multiple objects are selected from a list or an embedded list, the delete button will only appear if all selected objects meet the delete conditions mentioned above.
.png "image(76).png")