Delete Units

Use the Delete Units page to delete configuration units.

Delete Units page are used to delete configuration units from the current configuration and/or its child configurations.

Example - Using Delete Units you can remove user customizations from child configurations, thus ensuring that changes in the parent configuration are applied to all child configurations.

On the CRM.Designer main page in the Administration area, click the Delete Units button to open the Delete Units page.

Note: If you have authentication enabled (see Authentication), the Delete Units button is only available for users from User Group "Administrator" and "Power User".

You can delete configuration units:

Example: If you change the value of a Web Configuration parameter and want to make sure that all sub-configurations use this new value, you can either ensure this by deleting the configuration unit from the sub-configurations if you work on your local CRM.Designer database (Local Deletion), or you can define that the unit is deleted when the configuration is transported to another database i.e. uploaded using CRM.bulkloader (Remote Deletion).

Unit deletion is supported for the following configuration units and sub-units:

  • Action Template
  • Field Group
  • Link Name
  • Timeline
  • Analysis
  • Field Label
  • Menu Item
  • TreeView
  • Analysis Category
  • Filter
  • Process
  • Web Configuration Layout
  • Analysis Function
  • Form
  • Process Ask
  • Web Configuration Parameter
  • Button
  • Header
  • Process Step
  • Web Configuration Value
  • Chart Type
  • Header Group
  • Query
  
  • Expand
  • Image
  • Search&List
  
  • Field Control
  • Info Area Label
  • Table Caption
  

Local Deletion

Use the Local Deletion tab to delete configuration units from the current CRM.Designer database.

  1. On the CRM.Designer main page, select the desired parent configuration.
  2. Click Delete Units.

  3. On the Local Deletion tab, select the configuration unit you want to delete: Unit Type, Unit (i.e. the unit's name) and Sub-Unit, if applicable.

    All parent and child configurations of the current configuration are listed hierarchically.

    For configurations for which the selected configuration unit is configured, the unit's number is displayed either in the Base or in the Vertical column.

    The current configuration is displayed in italics. You can switch to the configuration unit's definition by clicking on the link (unit number).

  4. Use the check boxes (beside the unit numbers) to select the configurations from which you want delete the selected configuration unit:
    • For parents of the current configuration and for read-only configurations no check box is available since you cannot delete the configuration unit from a parent or a read-only configuration.
    • For the current configuration and its children activate the check boxes for the desired configurations

      Default: all children are selected.

    • You can use Uncheck All / Check All to (un)check all check boxes.
    • If you activate the check box for the current configuration and the selected unit is not defined in a parent, a message is displayed accordingly:

  5. Click Delete to delete the selected configuration unit from the selected configurations.

Remote Deletion

Use the Remote Deletion tab to delete configuration units from another CRM.Designer database by uploading a configuration via CRM.bulkloader.

Remote deletion procedure:

You change/delete configuration units from your custom parent configuration in the current CRM.Designer database, e.g. the development system. When deploying the customization to the productive system, you define Remote Deletion entries for the outdated / no longer used configuration entries. When uploading the parent configuration to the CRM.Designer database of the productive system, the defined units are deleted.

To remote-delete configuration units:

  1. On the CRM.Designer main page, select the desired parent configuration.
  2. Click Delete Units.
  3. On the Remote Deletion tab, select the configuration unit you want to delete: Unit Type, Unit (i.e. the unit's name) and Sub-Unit, if applicable.

    If the configuration unit has already been deleted from the current database, click (Edit) and manually enter the name of the desired Unit (and Sub-Unit).

  4. Check Delete also in current configuration, if you want to remove the selected configuration unit from the parent configuration as well. If unchecked, the unit is only removed from the current configuration's child configurations.
    Note: Before you activate this check box, make sure you really do not need the unit anymore or that this unit is defined in a parent of the current configuration.
  5. Click (Add) to add the Remote Delete entry. The creation date and time are saved as a time stamp (Date on the Remote Deletion page).

    Click (Delete) to delete an entry. Check Disable single-delete confirmation message box to disable the message box being displayed each time is clicked.

  6. Once you have defined all configuration units you want to delete, download the configuration using CRM.bulkloader. For further details, see CRM.bulkloader.
  7. Upon uploading the configuration to the target database, the configuration units are deleted from all child configurations of the uploaded configuration and optionally from the configuration itself - Delete also in current configuration option.
Note: Configuration units are only deleted once based on the time stamp: Therefore, units are only deleted the first time a configuration with a respective Remote Delete entry is uploaded. Items created or copied after this first upload is not deleted, if you upload the configuration again.
Note: If you want to again delete an item previously set for deletion, you have to create another Remote Delete entry. You can delete the first one, if required.