Workflow‑aware deletion controls

What is the challenge?

• Users often delete work items that had active or completed work associated with them. Even if the work has been cancelled or abandoned, we do not want the record of the work that was completed to be deleted from the system. We'd prefer to have the work marked with a status of "Abandoned" or "Cancelled" and still present in the system for audit and historical reporting purposes. Preventing deletion based off of status or if the record has children would help with this.

What is the impact?

• This would allow for better historical reporting on items that were partially completed.

• Improve data quality

Describe your idea.

• Functionality that prevents users from deleting records that:

  • Have child records

  • Workflow is set to "in progress" / or another specific status