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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
Is Primary ActionYes
Data SourceAffiliation Data Source
Success LabelGotItThanksRemovedInformationFor

Cards Using This Button


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