Deleting Plans

Adam,

You have to delete the steps first.  We just recently (as in yesterday) resolved a defect in v12.1 where you are precluded from deleting a plan if it has audit steps because we don't let you delete audit steps and we don't let you delete a plan with steps.  A workaround is to make a plan status of 'zDeleted' and when you upgrade to 12.5 make a list of constituents with that status and delete them in 12.5.

Best,

Anna

Adam,

You have to delete the steps first.  We just recently (as in yesterday) resolved a defect in v12.1 where you are precluded from deleting a plan if it has audit steps because we don't let you delete audit steps and we don't let you delete a plan with steps.  A workaround is to make a plan status of 'zDeleted' and when you upgrade to 12.5 make a list of constituents with that status and delete them in 12.5.

Best,

Anna

Anna,

I cannot delete the steps. It keeps giving me an error message, saying the step type cannot be deleted. Have tried multiple times, ways, etc but it wont delete. 

Any advice would be greatly appreciated.

Thanks,

Jacob