This rule can be used in association with the Rollback to Step action, as it allows the system to repopulate the form data onto a previously saved form after changes have been made at the original step (following the Rollback to Step action). This option should only be used if the questions on the target step appear on another step within the process, and the questions have been set to pre-populate.
Although this rule action is related to the Rollback to Step, it will need to be put on a new rule that sits above the Rollback to Step rule.
Note: Using this rule could potentially wipe some important data from your system, as such if you need to add this rule or edit an existing rule it is best to contact Acendre Support.
To create a rule that deletes form data:
- Create a rule and select the answer option to trigger the rule (in this case, we will choose Not Approved - Amend) and click the Save button.
- After selecting the source and question for this rule, you will need to add the action. After clicking the Add Action link, the Action Type list will appear. Select Delete Form Data.
- Select which Requisition step you wish to delete the form data for using the drop-down list. You will also be prompted to select which step of the form you wish to delete the data for as well.
- Once you have chosen the action, click the Save button at the bottom right hand corner.
- Return to the Manage Requisition Process by clicking the Requisition Process Template link at the top of the screen:
