Versions Compared

Old Version 9

changes.mady.by.user Andy R. Andersen

Saved on

compared with

New Version 10

changes.mady.by.user Andy R. Andersen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Aura - Title
color#002d72
textAlignleft
fontSize28
lineHeight28
cloudTextDemo Title
tagh1
fontWeightbold
Salesforce: Delete a Project File

Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular

excerpt
Excerpt
Info
iconfalse

These instructions review how internal NYSERDA staff delete a file from a Project Record in Salesforce as part of the Solicitation Application process. These instructions are not intended to show how to delete files associated with the Milestones & Deliverables module as part of project management after the project has been approved in Salesforce.

UI Steps
sizesmall


UI Step

Access the Salesforce Project Record.


UI Step

Once in the Project Record, scroll down to the Documents Approval/Rejection section of the Project Record.



UI Step

In the Documents Approval/Rejection section, identify the name of the Project File that should be deleted.

Expand
titlescreenshot



UI Step

Then, scroll down to the Project Contents section of the Project Record and click on the Project Content Number of the associated file located in the previous step. This will navigate you to the Project Content Detail screen for the selected file.

Expand
titlescreenshot



UI Step

On the Project Content Detail screen, click on the Project Document name in the Project Documents section of the screen to be directed to the Project Document Record.

Expand
titlescreenshot



UI Step

On the Project Document Record screen, click the Del option in the Notes & Attachments section to delete the file from the Project Record.

Expand
titlescreenshot



UI Step

Upon returning to the Project Record, scroll to the Documents Approval/Rejection section. Confirm that the deleted file has been removed from the Project Record. A new or correct file can be uploaded now.

Expand
titlescreenshot



HTML
<style type="text/css">
#title-text { display: none;}
</style>