Hi,
I have created a report that includes leads that are outdated. I like to remove these leads from the system due to GDPR.
I
tried to create a workflow for this but didn’t managed to get the same result using the conditions in the Workflow module. It does not work the same as in the Report-module. And I can not find a way to delete them.
Does anyone have any good idéas how to solve this?
I can think of ways, though they involve some code, or some SQL… but nothing too complicated.
Maybe one thing you could start by trying is to get your Report results into a Target List (go into the Report, look for an action button called “Add to target list”.
Then, you can try the Workflow again, I’m not sure if there’s any way to do a Workflow “for each Target List item”.
If not, you can try from SQL or from PHP code: delete from the leads table, where a related record exists on that Target list.