Remove Affiliation Button
The Remove button removes an affiliation by setting Removal Reason
on the affiliation, which triggers a workflow setting Status
to Inactive
and Removal Date
to the current date. If this was their primary affiliation, Primary Affiliation
on their account is cleared as well. This means this affiliation will no longer display in Community Hub but remains in Staff View for historical purposes.
Finally, constituents are taken to the Company Roster page where a success message displays on a Cookie Message Card Type.
The Remove button must either use a data source or be used on a card with a data source which pass it an affiliation ID, like the Affiliation Data Source.
Button Information
Remove Affiliation | |
Class | RemoveAffiliationButton |
Is Primary Action | Yes |
Label | Remove |
Location | Right |
Target | _self |
URL | /companyroster |
Data Source | Affiliation Data Source |
Success Label | GotItThanksRemovedInformationFor |
Cards Using This Button
EndAffiliationButtons |
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