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Deleting Or Restoring A Work Session Record

Deleting A Work Session Record

Work Session records can be deleted by clicking on either the Delete Work Session or Delete Selected Work Session hyperlink in any window that displays them.

If the Work Session owns any Note and/or Data File Link records those records will be deleted also.

A Work Session record

Deleting Work Session Records Using The Work Sessions Index Window

This tutorial is going to show you how to delete and restore a Work Session record and its child Note and Data File records, using the Work Sessions Index Window.

The techniques you see here work in any window that displays hyperlinks that let you delete or restore Work Session records.

A Work Session record

If you're working in an "Index" window, such as the Work Sessions Index Window, then you need to start by first locating and then selecting (by single clicking on the record entry) the Work Session's record entry, before you click the Delete Selected Work Session hyperlink.

A Work Session record, displaying in the Work Sessions Index Window, is selected.

Work Session records can be linked to multiple Note and Data File Link records and they'll be deleted along with their parent Work Session record, unless you link them to other records first.

If a Work Session record has Note and/or Data File Link records linked to it, then when the deletion hyperlink is clicked, a dialog box will pop up and ask you to confirm the deletion.

A confirmation dialog box is displayed, when a work session with child records is being deleted.

Restoring A Deleted Work Session Record And Its Child Records

A deleted Work Session record and its child records can be restored by opening the Work Sessions Index Window and clicking on the Restore Deleted Sessions hyperlink.

Click the Restore Deleted Sessions hyperlink.

After this hyperlink is clicked on, the window will display a list of all the deleted Work Session records in the database.

If the list is large, use a keyword search to locate the record you want to undelete.

A list of all the deleted Work Session records is displayed. 
                        Search it for the one you want to undelete.

Enter keywords you think are found in the record you're looking for and then press the Search hyperlink.

Keyword Search.

The window will show you a list of matching records.

When you see the record you want undeleted, just single click on it to select it.

Then click on the Restore Selected Sessions hyperlink to start restoring the record, and its child records.

When you find the record you want to undelete, single click on it to select it. 
                        Then click on the Restore Selected Sessions hyperlink.

A Task Selection dialog box will pop up.

You need to search this dialog box for the Task record that the restored Work Session record, and its child records will be linked to.

Work Session record's must always be linked to a parent Task record.

The Task Selection dialog box is displayed use it to select a parent task to link the work session record to.

To locate that Task record you can either use the Search panel in the dialog box to find it.

Using a keyword search in the dialog box to find the new parent record.

Or, if you know the entire ID number of the Task record, you can enter or paste it into the Use This Task ID field, and then click the Enter key on your keyboard.

Using the Use This Task ID field to select the new parent record.

Or, you can visually search for it.

After you find the Task record, just double click on it to use it as the parent task for the work session record and its child records.

After you do that the dialog box will close.

Double click anywhere on the Task record to link it to the Work Session record.

The Work Session record and its child records are restored now, and they are linked to the selected parent task, all of that task's parent tasks, and the idea record that owns all of them.

The Work Session record and its child records are restored and linked to their parent task and idea records.