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Troubleshooting: Delete/Archive Action Failed or Not Available

Problem​

When attempting to Delete or Archive a document (Deleting and Archiving Documents):

  1. The Delete or Archive option is missing from the More Actions (...) menu.
  2. Clicking Delete or Archive results in an error message or fails to change the document's status.

Common Causes​

  1. Permissions Missing: The user lacks the necessary permission for the action:
    • {Module}:{Submodule}#DELETE is required to change status to Deleted.
    • {Module}:{Submodule}#ARCHIVE is required to change status to Archived.
    • (Note: Hard Delete, which permanently removes the record, requires higher privileges and is typically staff-only).
  2. Document Status Restrictions: Certain workflows or system logic might prevent deletion/archiving from specific statuses (although generally allowed from most user-accessible statuses).
  3. Related Records/Dependencies (Less Common): In some systems, deleting records linked to others (e.g., a PO linked to an Invoice) might be restricted. While Zudello typically uses soft deletes (status change), check if specific configurations prevent this.
  4. UI Glitch: A temporary front-end issue might hide the menu options.
  5. Platform Issues (Rare): Temporary issues with the backend service handling status changes or deletions.

Troubleshooting Steps​

  1. Verify Permissions (Admin Task):
    • Check the user's assigned User Groups.
    • Review the permissions for those groups. Ensure the user has the correct #DELETE or #ARCHIVE permission for the document's Module/Submodule.
  2. Check Document Status: Note the document's current status. While most statuses allow Delete/Archive, confirm it's not in an unusual state (e.g., mid-processing where actions might be temporarily locked).
  3. Hard Refresh: Perform a hard refresh of the browser (Ctrl+Shift+R or Cmd+Shift+R) to rule out temporary UI glitches that might hide the menu options.
  4. Try Bulk Action: If the option is missing for a single document, try selecting the document in the list view and see if Status > Deleted or Status > Archived is available in the bulk action bar at the bottom. This sometimes uses slightly different permission checks.
  5. Check for Related Record Restrictions (If Applicable): If you suspect links to other documents are preventing the action (unlikely for standard Delete/Archive), investigate those relationships.

Need Help?​

If you cannot Delete or Archive a document and have confirmed you have the necessary permissions, contact Zudello support. Provide:

  • The Document UUID.
  • The current status of the document.
  • Confirmation of your #DELETE or #ARCHIVE permissions.
  • Any error messages received.