Batch Deletion of Activities and Workflows
- Nate Parsell
- Chris Barrett
This Knowledge Base Article covers a feature that has not yet been released. It will be included in a future update.
About batch deletion of activities and workflows
Often times you want to keep a permanent record of activities associated with a student. For example, you likely want to keep a notification of an academic dismissal indefinitely. However, some activities may not need to be kept indefinitely. For example, an activity that triggered an email letting students know about a snow day. You can delete such activities in batch by searching by ID number, WorkFlow name, Semester, Due Date, Completed Date, or Submitted Date, or any combination of these. Campus Cafe can delete any templates and workflows permanently provided no records exist related to those workflows/activities.
This process also lets you delete activity tracking templates and workflows themselves because Campus Cafe won’t let you delete templates or workflows in use. Use this process to remove all the activities and workflows associated with individuals and delete the activity tracking template and workflow itself.
Prerequisites
Create and assign activities to individuals.
Required permissions
Module | Number | Description |
|---|---|---|
Global | 1275 | Delete activities or workflows in batch |
Delete records
Go to All Users > Batch Tracking Deletion.
Enter at least one search criteria.
Click Submit.
Select the records to delete.
Optionally select Delete the tracking template if no tracking records exist that use the template. Selecting this means the activity tracking template itself will be removed from Campus Cafe.
Optionally select Delete the workflow if no tracking records exist that use it, and no existing templates use it. Selecting this means the workflow itself will be removed from Campus Cafe.
Click Delete. The records are removed an a log entry is placed in the audit log of the person deleting the records.
