vtiger510:Feature Recycle Bin
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
The feature 'Recycle Bin', for vtiger is much similar to the one in an operating system. In an operating system the recycle bin will hold the files or folders deleted from the file system whereas in vtiger, the recycle bin will hold all the deleted records of an entity module.
| NOTE:
This features is available only for entity modules |
Installation
Recycle Bin is an optional module. At the time of installation, you can optionally install Recycle Bin.
If Recycle Bin module has not been installed at installation time then it is possible to import Recycle Bin module from Module Manager.
Path of the module zip : <vtigercrm-source-directory>/packages/5.1.0/optional/RecycleBin.zip
Please refer to the Import Custom Modules section of Module Manager to know how to install Recycle Bin module.
Configuration
Recycle Bin module can be enabled/disabled anytime for the entire organization through Settings → Module Manager. (Refer to the snapshot below)
Recycle Bin module can be enabled/disabled at profile level. (See the snapshot below)
Usage
Recycle Bin is an extension as well as optional module. It can be selected whether to be installed or not, during Installation/Migration process.
Recycle Bin comes under Tools menu. It has been supported for both admin as well as non-admin users. Added feature for the admin user other than restoring the records is that the admin user can delete the records permanently from recyclebin.
The records are shown based on the module which it belongs to. Only the records of a particular module can be viewed at a time. We can select the module name from the drop down provided.
Following snapshot illustrates how the Recycle Bin module looks:-
Records can be restored either individually or multiple records can be selected to restore at single shot, but within a given module. When a record from particular module is restored, all the related records from other modules are also restored automatically.
Admin user can delete all the records from recycle bin permanently by clicking on Empty Recycle Bin button. (You can UNDO or restore the data, please think twice before performing this operation.)
| NOTE:
1. Records deleted by administrator by using 'Empty Recycle Bin' button, can never be restored back. 2. Empty Recycle Bin will delete the records of all the modules permanently from database and you cannot UNDO it. 3.When records are deleted permanently from recycle bin, the relationship of those records with other entities are not cleaned up as of now. They are still there in the database though cannot be viewed from the CRM. |
Known Issues
- Any records deleted before integrating the recycle bin feature can be restored, but the related entities will not be restored.
- When restoring any event, the related reminders and recurring events are not restored.
- When restoring any entity, the tags previously associated with the entity are no more associated with it. (The tag is also deleted if its not associated with any other entity).
