Delete a record or every record in a unit
Delete a record from the row menu or from its page. To delete every record in a unit, or every record that matches a filter, select them all at once and delete them together.
Before you start · for owners and managersThe delete permission on the unit and on this record
Before you start · for owners and managers
The delete permission on the unit and on this record
- You need: The delete permission on the unit and on this record
Steps
1
From the row menu, choose Delete, then confirm.
2
To delete several records, select them, then choose Delete from the bulk actions bar. See Edit, assign or delete several records at once.
3
To delete every record in the unit, or every record that matches a filter, tick the box at the top of the table to select the rows on the page, then press Select all … matching filters (it shows your number of records).
The banner says that all the matching records are selected.
4
Choose Delete and confirm. For more than 100 records, tick the box I agree that I will delete … first.
You can’t restore deleted records yourself from the app. Before a large delete, export a copy of your data
How it works
A deleted record disappears from every view and report. The deletion shows in the change history, bulk deletions included.
Deleting a record lowers the serial number counter, unless the field is in strict mode.
If something goes wrong
What you see
Why
What to do
“You don’t have permission to delete this record”
The record is outside your delete level.
A real example
Namaa Academy
The situation
A test import added 300 wrong records today.
What they did
- The owner filtered the unit by Created At with Today.
- She selected the rows, pressed Select all 300 matching filters, then Delete, and ticked the “I agree” box.
The result
Only today’s records were deleted, and the older records stayed as they were.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Deleting many records at once checks your delete level on each record. See Create a role and set its permissions.
You can’t restore records yourself after deleting them.
Did this guide solve it?
If not, we’ll ask what was missing.