Purge Workflow Data

Use this screen to delete in-progress data for workflow cases.

As you are working on workflow cases, data is stored in the database. As the quantity of the data increases, workflow performance decreases and the load on the database increases. By purging data that is no longer relevant (e.g., workflow cases completed a month ago), you can avoid these pitfalls.

You can purge historical data for a range of workflows or subsystems. Use additional options to purge historical data associated with a range of cases and/or completion dates. To purge historical data before the current date, use the field in the Days Prior To Current Date group box instead of completion date range. You can purge for all workflows, only in-progress workflows, or only completed workflows

Before purging, print the in-progress data report from this screen. You can then review the workflow cases that will have in-progress data deleted. You can also print the report when you perform the purge.

This screen permanently removes data from workflow tables. Print the Purge Workflow Data Report from this screen to review which data will be included in the purge.

Note: When the data is purged, you must use a database backup to restore lost information.

In addition to the Purge Workflow Data Report, you may want to use the Print Workflow Status Report screen before purging. The Workflow Status Report provides an up-to-date listing of the activities that are currently being worked on or have been completed for in-progress and completed workflow cases.