Permanently Deleting a Folio Template

Folio templates can be permanently deleted by Super Users. It should be noted that once a Folio Template has been deleted, it cannot be recovered. This feature is useful for when a template has been created or uploaded by mistake or if it is no longer required.

Deleting a Folio Template will result in the permanent deletion of any and all associated Folio Records created from that Template. Both Folio Templates with or without folios can be deleted.

If a Folio Template is being deleted and contains any fields which are not being used in any other templates, those fields will also be permanently deleted. To avoid the deletion of any fields that may still be needed, the creation of a new Folio Template is advised.  

Folios with assigned Deliverables, approved Variations or approved Variations records cannot be deleted. This means that a super user won’t be able to delete a template which has folios linked to Deliverables, Approved Variations or a Variation Template with approved variations.

How To Permanently Delete a Folio Template:

To permanently deleted a Folio Template, please follow these steps:

1. Navigate to the Details tab of the Template you want to delete

2. Clicking the ellipses button next to ‘Edit, Copy and Activate / Deactivate’, select the ‘Delete Permanently’ option from the bottom of the drop down list.

3. A confirmation modal will appear, here you will be given:

1. 1. The name of the template being deleted
   2. The number of associated folio records being deleted
   3. The names of the fields being deleted

4. Once you have understood what is being permanently deleted, you will be required to outline the reason this template and it’s subsequent folios and fields are being deleted. No items will be able to be permanently deleted while this field is blank.
5. Next you will be required to confirm this deletion by entering the number of records associated with this template. No items will be permanently deleted while this number is incorrect.

6. The deletion of the Folio Template will now be in progress in the background, you can the progress popup at any time, as you will be notified in the Notifications area when the deletion has been completed.

7. After deletion, a record will be made in ‘Deleted Folios History’, where you will be able to view the records of all Templates that have been permanently deleted. The records will list the following:

1. 1. The key / prefix used by the Template
   2. The name of the Template
   3. The name of the user who deleted the Template
   4. The date and time of the deletion.
   5. The reason the user gave for the deletion.