Hey everyone,
Wondering if anyone has figured out a fix to this. Seems like a V12 glitch.
Long story short, we need to delete a plan from someone's record. Unfortunately, the status had changed in the record, and therefore, a step was created marking the change in status. Though there is no valuable information in this Plan, "The selected plan cannot be deleted because one or more steps are associated with this plan." There are no steps other than the status change.
I've created a null campaign for all of these types so I can track them and fix them down the road, but there's got to be an easier solution. Our fundraisers can't go into the backend to delete these themselves.
Help!
i dealt with this through the following code. this is a manual process that requires you database people.
USE WITH CAUTION AND TEST TEST TEST FIRST
declare @customer_no int
set @customer_no = null
select
cmp.description ,pln.*
from
T_PLAN pln
join T_CAMPAIGN cmp on pln.campaign_no = cmp.campaign_no
where
customer_no = @customer_no
declare @plan_no int
declare @step_no int
set @plan_no = null
set @step_no = null
and pln.plan_no = @plan_no
select * from T_STEP where plan_no = @plan_no
-- delete from T_STEP where step_no = @step_no
We've decided to go ahead with using the step type of "Clean Record" assigned with a note for the Information Manager to delete the campaign changes from the backend. Volumewise, I can see this not being a long term solution, but it's a good fix for now