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How do I deactivate records in a master table?

Lincoln avatar
Written by Lincoln
Updated over 2 weeks ago

Brief Description

Deactivating a record allows you to remove it from active use while preserving the data for historical reference or auditing purposes. This avoids the loss of important information.

Role

This article is relevant for admins and users with Edit and Delete Data Table permissions.

Instructions

Go to Settings.

Click Master Data Management.

Select a table from the list.

Select a record. Click the kebab menu on the right-hand side of the record, then select Deactivate Record.

To confirm action, click Proceed.

The deactivate record will be moved to the Inactive tab.

Alternatively, you can reactivate a record by clicking on the kebab menu and selecting Reactivate Record option.

To confirm reactivation, click Proceed.

The reactivated record will be moved to the Active tab.

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