How to Remove Records from a Database

Removing records from a database helps keep information clean and organized, avoiding outdated data. See how to perform this process.

1st Step: Accessing the Databases Module

In the upper left side menu, click “Databases” to open the list of databases.

Select the desired database to view its records.

2nd Step: Selecting the Record

Click on the record you want to delete to open the “Update Record” modal.

3rd Step: Starting the Removal

In the upper right corner of the modal, click the “Remove” button represented by the trash icon.

4th Step: Confirming the Removal

1. In the confirmation window, review the action and click “Confirm” to proceed.

After confirmation, a notification will be displayed in the lower left corner indicating that the record was successfully removed.

The record will no longer appear in the list.

Best Practices:

• Check dependencies to ensure no workflows, cards, or tasks rely on the record.
• Backup important information before deletion.
• Inform the team about critical or bulk removals.
• Use filters to precisely locate records to be deleted.

Conclusion:

You have learned how to remove records from a database, from selection to confirmation, keeping your data organized. If you have any questions, contact our support team.