Workflow Action: Delete

The Delete Action is a specialized workflow component in SnapApp used to permanently remove records from a specific Object as defined in the workflow. This action is critical for maintaining data hygiene, adhering to compliance standards, and managing the automated lifecycle of your data.

To implement a Delete Action in SnapApp, you must first establish a Workflow that defines the trigger mechanism. The workflow acts as the “parent” logic, determining exactly when the deletion process should begin.

Table of Contents

• 1. Choose Your Trigger Type
• 2. Step Two: Configure the Delete Action
• Configuration Fields
• Strategic Use Cases
• Monthly Data Management & Cleanup
• Manual “Button Click” Deletion
• Support

1. Choose Your Trigger Type

The workflow type determines the frequency or event that starts the process:

Note: Any specific logic (e.g., Delete ONLY if Status is ‘Inactive’) is applied at this workflow level to ensure the Delete Action only targets the correct records.

2. Step Two: Configure the Delete Action

Once your parent workflow is saved, you can add the Delete Action to the sequence.

Configuration Fields

• Name: Assign a unique name (e.g., delete-monthly-report-cache).
• Type: Select the Record Management tab and click the Delete button.
• Description: Summarize the action’s purpose for other administrators.
• Workflow ID: Select the parent workflow you created in Step 1 from the dropdown.
• Object: Identify the target Object from which records will be removed.
• Workflow Sequence: Set the execution order. If you need to send a notification before the record is deleted, set the Notification to Sequence 1 and the Delete Action to Sequence 2.
• Active: Check this box to enable the action within the live workflow.

Strategic Use Cases

Monthly Data Management & Cleanup

The Delete Action is frequently used to automate the end of a reporting cycle.

• Post-Export Purge: After a Data Migration Action successfully exports a monthly report to an external stakeholder, use a Delete Action to clear out the temporary staging records to keep your database lean.
• Compliance Retention: Use a Time-Based Workflow to automatically delete records that have exceeded their required storage duration (e.g., deleting logs older than 90 days).

Manual “Button Click” Deletion

To give users the ability to trigger a deletion manually:

1. Create an API Workflow.
2. Link a Delete Action to that workflow.
3. In the View Builder, add a button and link it to the Workflow ID.

Support

If you have any questions or need further assistance, please reach out to our support team.

Email: snapapp@bluevector.ai