Sten28 Outstanding Contributor.
Outstanding Contributor.

Destroying records with a relationship / Manual destruction

Hoping to gleam some case studies / some advice from the community on the following scenarios.

(Tested under 9.1.3)

Scenario 1:

When destroying a record with a related record, the disposition of the record becomes Inactive.

It won't be marked as Destroyed unless the relationship is removed.

Ideally, I'd like to find a way to keep the relationship, and have the record marked as Destroyed.

Scenario 2:

Sometimes, a record may be destroyed ahead of time, i.e. if its a Container created in error, or, if it's a Container which was never populated.

All records include a Retention Schedule and associated triggers. If I try to destroy the record early, a message will appear that says the record cannot be destroyed before its scheduled destruction date. 

I tried to create a Schedule with 2 triggers to get around this (i.e. Destroy 2 years after Last Action, Destroy immediately after Additional Field "Date Manually Destroyed" is populated) -- but, it appears that these triggers are treated in the "AND" sense, not the "OR" -- meaning all conditions must be met for the record to be destroyed instead of just one.

The only current solution I can see is to remove the Schedule from the record, allowing me to destroy the record. But, I then lose that history of knowing which Schedule the record was against.

Can any measures can be implemented to allow manual destruction that ignores a Schedule's disposal date?

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