Add a Delete button to delete records

You can add a Delete button that lets users delete a record and its attachments from an Appian record type.

Create a ProcessModel

Create a new ProcessModel

Open the ABBYYFlexiCapture application in Appian Designer and click New → ProcessModel.
In the dialog box that opens, complete the Name field and specify the path to the folder where the process is to be saved.
Click Create & Edit.

Remove the unused nodes

Modify the process configuration by deleting the following nodes on the Process Modeler tab:

Start Event
End Event
XOR
Delete Folder
Delete Document
Delete from Data Store Entities

You can also double-click a node to modify it.

Create a confirmation interface

Return to Appian Designer to add a dialog box that prompts the user to confirm record deletion.
Click New → Interface and specify a name for the interface.
Click Create & Edit.

Add the confirmation expression

In the code editor that opens, switch from Design View to Expression View and paste the following expression:

=a!formLayout(
    label: "Delete?",
    firstColumnContents: {
        a!paragraphField(
            labelPosition: "COLLAPSED",
            readOnly: true,
            value: "Submitting this form will delete your record and its attachments. The data will no longer exist or be visible in Tempo. After deletion, it is recommended to return to the records list, as this record will become unavailable."
        )
    },
    buttons: a!buttonLayout(
        primaryButtons: {
            a!buttonWidgetSubmit(
                label: "Delete",
                style: "PRIMARY"
            )
        },
        secondaryButtons: {
            a!buttonWidgetSubmit(
                label: "Cancel",
                style: "NORMAL",
                value: true,
                saveInto: ri!cancel,
                skipValidation: true
            )
        }
    )
)

Add the cancel input variable

In the Interface Input dialog box, add a cancel variable of type Boolean.

Add the process model variables

Save the interface and return to editing the process model.
Click File → Properties and add the following variables on the Variables tab:
- recordId of type Number (Integer)
- DataStoreEntity of type Data Store Entity (a constant linking the data store to the data type)

Attach the confirmation interface

Open the Process Start Form tab, select the Select an interface option, and add the interface you created to ask for user confirmation when deleting a record.
In the dialog box that opens, click Yes to import the interface variables into the list of process variables.

You can then use the added variables in the process nodes:

Node	Description
Cancel (XOR)	Routes the flow based on the user’s choice. If the user clicks Cancel, the flow goes to the End Event node; otherwise, it goes to the Delete Doc? node.
Delete Doc?	Checks whether the folder linked to the record being deleted contains any documents, using the condition `=length(folder(pv!recordId, "documentChildren")) > 0;`. If the folder is empty, it is deleted; otherwise, the documents in the folder are deleted first, and then the folder itself is deleted.
Delete Document	Deletes all documents it receives as input. The `folder` method returns the list of documents with the `documentChildren` parameter: `=folder(pv!recordId, "documentChildren")`.
Delete Folder	Deletes a folder based on its identifier: `=pv!recordId`.
Delete from Data Store Entities	Deletes records from the data store. The node receives the constant that links the data store, the data type (of custom type Table), and the record ID: `={{entity: pv!DataStoreEntity, identifiers: pv!recordId}}`.

Save and publish the process

After you finish configuring the process, click File → Save & Publish, or press Ctrl+Alt+S.

Add the process model to a record type

Add the process to the record type as a related action.

Open the record type

In Appian Designer, open Record Type.

Create a related action

In the dialog box that opens, click New Related Action.
Complete the ProcessModel field (enter the name of the process you created).
Specify the input variables of the process:
- For Credit Card Application: Constant_CreditApplication_DSE
- For Account Payable Records: Constant_invoiceProcessing_DSE

Add the related action to the record view

Add the new related action to the appropriate View Record Type.

Now, when viewing records on the Summary tab in Tempo, a Delete button appears at the top. When the user clicks this button, a confirmation dialog box asks whether they really want to delete the record. Clicking Yes in this dialog box deletes the record.

The user needs to refresh the browser window to confirm that the record has been completely deleted.

Disable the Delete action in the Summary View

To make the deletion button unavailable to the user, disable the Delete action in the Summary View properties.

Open the application

Open the ABBYYFlexiCapture application in Appian Designer.

Open the record type

Open the record type that you want to modify.

Disable the related action shortcut

In the dialog box that opens, click Summary View and disable the Related Action Shortcuts option next to the Delete action.

Save the changes

Click OK and save the changes you made to the record type.

Now, when records are viewed in Tempo, the Delete button no longer appears.

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Blue Prism

Automation Anywhere

WinActor

Appian

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M-Files

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NX Manager

Add a Delete button to delete records

Create a ProcessModel

Add the process model to a record type

Disable the Delete action in the Summary View

​Create a ProcessModel

​Add the process model to a record type

​Disable the Delete action in the Summary View

Create a ProcessModel

Add the process model to a record type

Disable the Delete action in the Summary View