Deleting data for a data type

You can delete data for a data type directly from the Data Designer or by uploading a .csv file.

  1. Click the Data icon in the navigation panel to display the Data Explorer.
  2. Click the data type for which you want to delete data.
  3. In the Data Designer, click the Records tab.
  4. If you want to delete the data records directly, click the Delete icon in the row of the data record that you want to delete.
  5. If you want to delete data from a data type by uploading a .csv file, do the following:
    1. Click Import.
    2. Upload a .csv file.
    3. Map the field in your data type that acts as a unique identifier with a field in the .csv file.

      The system compares the values of the unique field in the data type with the values of the mapped field in the .csv file and deletes the data records corresponding to the field values that match.

      For example, your .csv file contains a Staff ID field that is mapped to the Employee ID field in your Employee data type, which is a unique identifier for the data type. The Staff ID field has values 123 and 789 in the .csv file. The system will delete the data records in the Employee data type with values 123 and 789 in the Employee ID field.

    4. Click Import.
      Result: A dialog box listing the time taken for the import, the number of records deleted, and the errors in the import is displayed.

      At this point, you can close the dialog box for the data import process. The process runs asynchronously and is visible on your worklist.

    5. If your data import process has errors, click Download to download a .csv file that lists the errors.
      The .csv file has an additional column that contains the error details for the records on each row in the file. You can fix the errors and upload the file again to delete data.
    6. Click Finish to return to the Data Designer and see the changes for your data type.
Note: You cannot delete data from a case type by uploading a .csv file.