Automation: Delete a Record | Voters

Automation: Delete a Record

complete

David Pfeffer

Currently automations can only create, find or update a record.

I'd like to be able to delete a record automatically when specific conditions are met.

May 10, 2023

Dilip Borad

Great news! The SmartSuite Automation is continuously improving each day.

Peter Novosel

marked this post as

complete

You have a powerful new tool to use in your automations: the Delete Records action.

Now you can delete records when specified conditions match, or find a list of records with the Find Action and delete in bulk.

David Pfeffer

Peter Novosel Thank you!!

Federico Pozzato

I'm searching for this feature, too

Paulina Grunwald

I really need this for my newly implemented project

Brendan Woithe

This would be extremely useful - I assumed it would be there already. For now, I'm setting a status and manually deleting later. Its a pain, but hey.

Threads Julian Dumitrascu

Brendan Woithe: This feature is available in other software.

Adam Elmakias

This would be amazing! Use case for me would be when i need to delete a project, i want it to be a status update/ similar action to accepting a project. not another process.

Brian Dollen

Merged in a post:

Add a Delete Action for Automation

Clyde Bullecer

My use case is this:

If I tag a record with a status of "Duplicate", then an automation is triggered which will then automatically delete the record.

May 17, 2023

Chris Duckers

I could this being useful for a number of reasons including customers that want to enforce record retention policies.