Using Fusion, I need to delete all documents in a project with the word *mail* OR *address* AND the file extensions CSV, XLS, or XLSX, when the project status changes to complete. | Community
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Level 2
January 21, 2025
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Using Fusion, I need to delete all documents in a project with the word *mail* OR *address* AND the file extensions CSV, XLS, or XLSX, when the project status changes to complete.

Has any one done this or something like it successfully and would you be willing to share your scenario or any tips/guidance with me? Thanks!

Pan_Shahbazian
Pan_ShahbazianAccepted solution
Level 2
February 4, 2025

Ok, gotcha. I have a similar setup in terms of reading a large number of projects, but mine is attaching data versus removing data. I just did a quick draft, so my recco would be: 

 

1. Set up a search module to look up projects that have an entry date of 30+ days (or documents belong to projects of more than 30+ days to get a tighter filter)

2. Depending on the # of projects (if more than 2000+), you'll most likely need to do this using pagination, so you'll need to set up a repeater module 

3. Then use the read record + delete record modules (put filters to only pass through to delete if the file type matches X,Y,Z)

4. Set this to run as often as you need - I'd probably suggest once a week, but up to you 

 

 

3 replies

Pan_Shahbazian
Level 2
February 4, 2025

Hi @troycu - Would this need to be an ongoing automation for all future projects (ie: always search for projects that match this criteria, run the scenario)? Or a one-time deal for one particular project?

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TroyCuAuthor
Level 2
February 4, 2025

It would be ongoing. Initially it would be run to remove a backlog, but then it would run daily to keep things tidy and compliant on completed projects 30 days or more old. Thanks!

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Pan_Shahbazian
Pan_ShahbazianAccepted solution
Level 2
February 4, 2025

Ok, gotcha. I have a similar setup in terms of reading a large number of projects, but mine is attaching data versus removing data. I just did a quick draft, so my recco would be: 

 

1. Set up a search module to look up projects that have an entry date of 30+ days (or documents belong to projects of more than 30+ days to get a tighter filter)

2. Depending on the # of projects (if more than 2000+), you'll most likely need to do this using pagination, so you'll need to set up a repeater module 

3. Then use the read record + delete record modules (put filters to only pass through to delete if the file type matches X,Y,Z)

4. Set this to run as often as you need - I'd probably suggest once a week, but up to you 

 

 

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