Available only in Waiting for Review file menu option.
There may be occasions when you might want to delete the converted output of a file. The Delete option is available for output files only and the files are marked as deleted. Note that selecting this option does not change or delete the input and that deleted files will not automatically convert.
Examples of when deleting a file may be appropriate:
- A client decides to switch assigned columns such as city and state after a file has been logged into the system. The columns for city and state are corrected in Open in Builder. The old file can now be deleted and replaced with the corrected file that can be run through the conversion workflow.
- A file that may make it to the status of Waiting to Review but then is determined unsatisfactory can be deleted. The file can then be cleaned up and resubmitted to run through the process again. On subsequent processing, new files will then convert automatically.
An example of when deleting a file may not be the best solution:
- A client file that includes a column called ‘Company Name’ with a minimum threshold for missing data of 20% is logged into the system. Company Name can be found on 25% of the records, however the next file that comes in is smaller with Company Name present on only 18% of the records. In this circumstance, rather than deleting the file, the threshold can simply be adjusted and the file can run once again through the conversion process.
Note that deleted files will not automatically convert and the Delete option affects output files only.