Fixed Assets: Delete the Asset Proposal records in bulk

Currently, the ability to perform Mass Delete to Custom records associated with Fixed Asset records such as Asset Proposal records is not yet available. This is being tracked under Enhancement # 215320. Instead of deleting the Asset Proposal records one by one, below steps may be considered.

 

1.    Navigate to Lists > Search > Saved Searches > New.

 

2.    Click on FAM - Asset Proposal link.

 

3.    Click on Criteria tab > Standard subtab > Add the following filters:

-Asset = is xx

-Asset Type = is xx

-Proposal Status = is xx

-Date = is within xx and xx

*These filters may be used depending on the goal (If Asset Proposal records for specific Asset(s), Asset Type(s), Proposal Status or certain period needs to be deleted).

 

4.    Edit the Search Title as desired.

 

5.    Click Save & Run.

 

6.    On the Asset Proposal Search: Results Preview page, turn on the Inline Editing function.

 

7.    Click on the first field row below any column header which shows the small pencil icon (Example: Proposal Status) > Press Shift key > Click on the last field row that needs to be deleted > Press Delete key.

 

*There will be a prompt: All selected records will be deleted. Are you sure you want to continue.

 

     8.   Click OK.