Plan Availability | All plan types with varying limitations |
Permissions | Administrator, Solution Manager |
Related Reading | Intro to Teams |
Overview
When you download a new Solution Template from the Solution Library, it includes sample data to help you explore its pre-built views and functionalities. This guide explains how to delete sample data, individual records, or multiple records, as well as how to restore deleted items using the Recycle Bin.
NOTE: If you add data to the solution and then choose to delete the demo data, your information will be maintained - only the demo data is deleted.
Deleting Individual Records
There is a single, consistent way to delete individual records.
Open a record in any view or saved view
Click ... in the upper right corner
Click Delete Record
Records can be deleted by Editors (if they created that record) and Full Access members.
Deleted items go to the Recycle Bin and can be restored from there as needed. How long items can spend in the Recycle Bin vary according to the plan you're on, as follows:
Free - 14 Days
Team - 30 Days
Pro - 45 Days
Enterprise - 60 Days
Deleting records in bulk
To delete multiple records at once, hover over the left side of the record title field and select the unchecked boxes of the records you want to take action with.
Choose the Delete Records bulk action from the toolbar displayed at the bottom of the screen.
You will be presented with the standard confirmation page asking if you want to continue and delete the selected records:
Restoring deleted records
SmartSuite has a Recycle Bin feature that allows authorized members to restore deleted items for a period of time, depending on your SmartSuite Edition (14-60 days).
Access the Recycle Bin through the Workspace Settings dropdown and select Restore on the records you wish to recover.
Practical Scenarios and Use Cases
1. Data Cleanup for New Projects
Scenario: You’ve downloaded a Solution Template but want to start fresh without demo data.
Solution: Use the "Delete Solution Demo Data" option to clear sample entries while keeping the structure intact.
2. Removing Outdated Records
Scenario: A project manager wants to delete old tasks to streamline project views.
Solution: Use the bulk delete option to remove outdated entries efficiently.
3. Restoring Deleted Tasks
Scenario: A team member accidentally deletes an important task.
Solution: Access the Recycle Bin within the retention period to restore the task easily.