Withdraw a record, folder or table
This is a released version of the record that has been 'withdrawn' from
use Only Released items can be
withdrawn. When you withdraw a record, generic record, or folder:
- Its version state is changed to Withdrawn.
- For tables, folders, and generic records, you can choose to withdraw
only the item itself and not the records and folders within it, or
you can withdraw it and
all of the records/folders within it.
Withdrawn records:
- cannot be edited by any user
- cannot be seen by Read users.
- can be seen by Write users in Edit mode, provided they have selected
Show Withdrawn
Records in Settings>Application
Options.
To withdraw a record, folder, or table
- In the Contents tree, locate the released item you want to withdraw
and click Edit
on the item menu button .
- Click one of: Withdraw this record
/ generic record / folder / table.
- If you selected a table, folder, or generic record that contains
other folders and/or records (i.e. that has descendant
records), you can choose whether to withdraw all of its descendant
records as well:
- Withdraw the record only
— (default option) withdraw only only the selected table/folder/generic
record; do not withdraw any of the records or folders it contains.
- Withdraw this record and all
descendants — withdraw the selected table/ folder/generic
record and
all records and folders within it.
- (Optional) Type some notes about the change you are making in the
box provided. The notes will apply to all folders and records being
changed.
- Click OK.
- By default, withdrawn records are not shown in the Content tree;
to view them in the Contents tree, you need to select Show
Withdrawn Records in Settings>Application
Options.