Record Deactivation

Dear Jordan,

You can deactivate the records of the objects to exclude them from the business logic. It can be used if the data is outdated and will never be used. Here is the example. Lets say you have some contact type values that  are no longer relevant. You can either delete them or make inactive. Once you've selected 'Allow records deactivation' for the ContactType object, you will have a new column added to the table - 'Inactive' http://prntscr.com/oye8hk In this example, I've deactivated Test value. As the result, the value will no longer be displayed in the lookup dropdown list  http://prntscr.com/oye8nw

Note, the deactivation of the records is available for all objects but automatic filtering of all records works only in drop-down lists, on the lookup selection page and in quick filters. The automatic filter is not applied on pages with lookup contents, in the advanced filters and sections. For the sections it is better to use access permissions functionality.

Best regards,

Dean 

Dean Parrett,

 

Hi Dean. How does one deactivate records in default lookups like "countries". We have a use case where our client has operations in only select countries but might expand to other countries in the future. 



How can we re-use the default countries look up and yet permit de-activation?

Hello,

The records can be disabled on the object level what will exclude the required country from the countries lookup on any page. I've described the steps how to do it in the post https://community.creatio.com/questions/record-de-activation-out-box-lookups#comment-76237

Regards,

Dean