You may need to delete records in another table as part of your business requirements. For example, you could delete all orders from a customer, when the customer record is deleted.
- On the Trigger Actions panel, click "Add New Trigger Action". Depending on your starting point, you may need to select a profile, click "Edit Trigger Profile", and then click the Actions tab. The New Trigger Action panel appears.
- Click "Delete Action via Lookup" and click Next.
- Note the description of this trigger and click Next. The "Delete Trigger Action Wizard" appears.
- In the Action Name field, enter a descriptive name.
- Click Edit Rule and use the standard Logiforms Rule screen to select one or more fields and define the settings that determine when this action will be run. For example, you may want to delete all records that are older than six months.
- Click Next. The "Delete Source Table & Query" panel appears.
- In the Update Table field, click to display a list of your available forms. Choose the one whose records you want to delete.
If you're setting up a new trigger and the form you've selected has no records, you will see a warning message advising you to test it by creating at least one new record and ensuring that it is active.
- Click Edit Lookup and select the field or fields to delete using the standard Logiform Rules screen.
Click Finish. The Trigger Actions panel appears with the name of this action listed.
Click Finish to return to the Trigger Profiles panel or click "Add New Trigger Action" to add another action to this profile.
If you need to edit or delete a trigger action or profile, see Managing Triggers.