Wednesday, March 20, 2019

Delete a Custom Record

User needs to delete a Custom Record . If the Custom Record has any child records user has to delete that first before deleting the Custom Record. If user cannot find all the child records associated with the Custom Record user can inactivate the Custom Record by the following steps.

1. Navigate to Customization > Lists, Records, & Fields > Record Types.
2. Select the Custom Record type that user wishes to inactivate.
3. Edit the Custom Record.
4. Check the Inactive checkbox (True).
5. Save.

Note: With this Custom Record set to inactive it does not show up where user had it showing up before.

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