Supply chain | Supply Chain Management, Commerce

Deleting Personal Product Templates

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Posted on by RH-27081605-0

Trying to delete a personal product template and even though it gives me the prompt as shown below, nothing actually happens and I can still select it from the Apply template in the released product form page. I go into Common>User options>Usage data>Record templates. Any suggestions? I have not applied the template and only created it but want to delete it.

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Community member 2 on at

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Deleting Personal Product Templates

Just wanted to chime in on the topic of deleting personal product templates. It's always a good idea to clean up your workspace and remove any templates you no longer need. It can make things so much easier to manage!

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Hana Xue Microsoft Employee on at

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Deleting Personal Product Templates

Hi,
The version of my test environment is 10.0.0.35, and I can delete personal template records via Alt-F9. It needs to be ticked when you want to delete it. As shown in the screenshot:

In addition, I tested the record template shown in the screenshot in your question. When we create a personal template in the released product form, a record will be generated in the record templates of usage data, and this record cannot be deleted as you described. This may be the working mode of the system. If you really want to delete this record, my method is to try to clear it by clicking "reset usage data".

Best Regards,
Hana

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RH-27081605-0 15 on at

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Deleting Personal Product Templates

Hi Hana,

Thanks for the reply. I did try the Alt-F9 and it does not work on my D365 version (10.0.33) and I also have System Administrator as my role so I should have no restriction on trying to delete.

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Hana Xue Microsoft Employee on at

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Deleting Personal Product Templates

Hi,
You can delete a personal product template by opening up the "apply template" button from released products screen, selecting and using Alt-F9.
Or you can check if you have permission to delete, maybe because of some security restrictions of user roles, you can assign user roles in the system.
Best Regards,
Hana

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