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Status Needs more information
Categories Base Platform
Created by Guest
Created on Oct 15, 2025

Issues - prevent deletion

Configure E-Forms to prevent data deletion, allowing users only to progress records to the next stage or return them to the previous stage.

Idea priority Urgent
Needed By Yesterday (Let's go already!)
  • Admin
    Yas Karunatilake
    Nov 10, 2025

    Could you please provide more information about problem and desired user experience?

    The data capture issue links to an account and allows a user to perform the same actions they can already do if accessing records directly from the account summary page, including deleting records. Historical records can always be locked using the organization lockdown date or the approvals feature to prevent deletion.

    Please let us know if using these features to lock historical records will meet your requirements or if there is another reason why preventing record deletion via the Data Capture Issue is required.