To delete a node from a CRM script definition

The procedure to delete a node from a CRM script definition is as follows:

1. Navigate to Quick Menu > CRM > Configuration > Script Definition. The CRM Script Definition Configuration window is displayed.
2. Expand a script type heading from the alphabetical list and select an associated CRM script definition, or type its name into the Search Script Definition field. By default the list is filtered to show Current definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
3. Click on Path. The Path tab is activated.
4. Select an existing node to be deleted from the workflow diagram 2.
5. Click on Delete. The end user is asked to affirm the effect of the deletion before the node is removed from the workflow diagram 3.

Note

1 The Search Script Definition field will match against any element of the description.

2 All linked sub-nodes will also be removed as an integral part of the process.

3 Any node deleted in error must be recreated manually.

See related topics...

CRM script maintenance overview

To add a node element to a CRM script definition

To add a node condition to a CRM script definition