Enable Localized Record Deletion

Configure the Safety General Settings to enable deleting Localized records on a Case.

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

This feature allows users to delete localized child and grandchild records when deleting the Global Case children, instead of having to navigate to the respective Localized Case to perform these actions.

This feature was added to Vault Safety in 22R2.0.2. You must contact Veeva Support to enable this feature. In 22R3 (December 2022), this enhancement will only require configuration enablement.

Prerequisites

In addition to contacting Veeva Support to enable this feature, an administrator must have set the Deletion Rule for Case Assessment to Cascade delete children records.

Cascade Delete Children Records
Cascade Delete Children Records

Configurable object Deletion Rules is a Vault Platform capability. See Vault Help for more information.

Configure Safety General Settings to Allow Localized Record Deletion

Use the following image to enable the Allow localized record deletion from Case option:

Safety General Settings Allow localized record deletion from Case
Safety General Settings Allow localized record deletion from Case