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Deleting records after 1 week

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bahamamama
4 - Data Explorer
4 - Data Explorer

Hello there,

I am trying to automatically delete records after 1 week. As I am in free plan, I can't run scripts (currently I don't want to upgrade). I set up a field which tags every opportunity with a delete text. Can someone tell me how to solve that with the Search Step in Make (formerly Integromat). The following delete step is not the problem, I guess. Somehow, I just don't find the right formula.

Thanks in advance!

1 Solution

Accepted Solutions
Greg_F
9 - Sun
9 - Sun

Hi @bahamamama 

Consider following solution:

1. Create a field "Created date" using the prebuilt created time filed type

2. Create a view that contains records older than 1 week. Example below

Greg_F_0-1673395679461.png

3. Lock the view as good practice with a note to self why is it locked.

4. Run a daily schedule (or any other frequency that works for you) to check the "Records to delete" view.

5. Add delete records module.

You could also do it with by adding following formula:

 

DATETIME_DIFF(NOW(),CREATED_TIME(),"day")>7
 
I do prefer the views usually as it gives better visibility on what will be deleted.
 
Let me know if that works?

 

See Solution in Thread

2 Replies 2
Greg_F
9 - Sun
9 - Sun

Hi @bahamamama 

Consider following solution:

1. Create a field "Created date" using the prebuilt created time filed type

2. Create a view that contains records older than 1 week. Example below

Greg_F_0-1673395679461.png

3. Lock the view as good practice with a note to self why is it locked.

4. Run a daily schedule (or any other frequency that works for you) to check the "Records to delete" view.

5. Add delete records module.

You could also do it with by adding following formula:

 

DATETIME_DIFF(NOW(),CREATED_TIME(),"day")>7
 
I do prefer the views usually as it gives better visibility on what will be deleted.
 
Let me know if that works?

 

bahamamama
4 - Data Explorer
4 - Data Explorer

Thanks @Greg_F - I've done it a bit differently without deleting but just showing the view. I didn't see the forest for the trees.