Deleting accounts

taylor

We have a need to delete accounts from our server. These are people who are no longer on our project and we do not want their accounts to appear anywhere in Decisions (reports, dropdowns, etc).   We are okay with completely purging all data related to these accounts from the server because these accounts will not be reused or re-created. We are also okay w/ hiding them completely from the portal and designer; we just don’t want to have to see them or deal w/ them anywhere. Accounts have already been set to inactive.

Kathryn_Decisions

Typically we strongly advise against using a query. Hard-deleting an account can cause issues in other areas with historical data by orphaning the source. You mentioned you've deactivated the accounts, but you should also have the ability to delete them using a right-click action under System -> Security -> Accounts. This will remove them from your visible instance completely, so they won't show in things such as reports and drop-down menus.

Alternatively, you can build a flow to delete all accounts marked as 'Inactive' by using the Delete Account step under Integration -> Internal Services -> Account Service. If you choose this route, I would build logic that fetches all inactive accounts and runs them through a ForEach, since you've already marked them all as inactive.