Add/Delete Records

The Add Record and Delete Record buttons allow users to create or erase records in the module associated with the current grid.

Important:  Deleting a record may update the Audit Log.

  1. Select the Add Record Document with plus symbol icon button in the grid you want to add a record to. Multiple Add Record Document with plus symbol icon buttons may be visible when child grids are open:
    • To add a record to a parent module, select the Add Record Document with plus symbol icon button in the parent grid toolbar.

    • To add a record to a child grid, select the to expand a parent record. Select the Add Record Document with plus symbol icon button in the toolbar of the child grid to which you want to add a record.

      Note:  If an Add Record Document with plus symbol icon button does not appear in the toolbar: (1) There is no form setup for the corresponding record type; or, (2) the user does not have permission to add records. See your system administrator for more information.

  2. The application loads a form for the module in another window. Complete and save the form as desired.

More information about Forms

  1. Select one or more records you want to delete.
  2. Select the Delete Record Red trash can with x delete icon button in the grid containing the record(s) you want to delete. Multiple Delete Record Red trash can with x delete icon buttons may be visible when child grids are open.
    • To delete record(s) from a parent module, select the Delete Record Red trash can with x delete icon button in the parent grid toolbar.
    • To delete record(s) from a child grid, If a parent record is expanded, select the to expand a parent record. Select the Delete Record Red trash can with x delete icon button in the toolbar of the child grid containing the record(s) you want to delete.

    Note:  If a Delete Record Red trash can with x delete icon button does not appear in the toolbar, the user does not have permission to delete records. See your system administrator for more information.

  3. A prompt appears to ask the user to confirm the action to delete record(s). Select Yes to delete the record(s).
    • If the record(s) cannot be deleted, the following message appears: "You are unable to delete this object due to its state and/or your permissions."

    Warning:  When a parent record is deleted, all child records associated with that parent are also deleted. For example, when a Fleet Inventory record is deleted, the associated Fleet Fueling records are deleted as well.

    Note:  Some records cannot be deleted without doing something else first. For example, a Work Order cannot be deleted if it has a linked Request. You must break the link to the Request before the Work Order record can be deleted.