This guide outlines the various statuses and actions that occur when records are deleted either in the browser or directly within Excel, as well as how the system responds when users open workbooks that have undergone changes.
A) If a client deletes a record in the browser without opening Excel:
Queued for Deletion: This status means that the record was deleted from the browser, but the corresponding Excel sheet has not yet been deleted because the Excel binder hasn't been opened.
Deleted on Active Request: If the client opens the Excel binder, the sheet that was queued for deletion will be deleted, and this action will be logged.
B) If a user deletes a sheet in Excel while the add-in is synced:
Deleted in Excel: This status picks up when a user manually deletes a sheet in Excel.
Removed Worksheet: This status indicates that the worksheet was removed from excel by the user.
C) When a user opens a workbook that has deleted sheets compared to the version of the binder in use:
Update Local Workbook: The user will receive an error prompting them about the changes in the Excel workbook versions.
Excel Workbook was Reverted from Data Version [X] to Data Version [Y]: If the user clicks "Continue" on the above message, the workbook will revert to the specified data version.
No Longer in Excel: This status follows, indicating which sheets are no longer present in the opened binder.
Soft Deletion: To avoid sheets unlinking completely, we implement soft deletion, which looks like this:
Once the user finds the file with all the sheets and checks it in, the record will link up again, without the user needing to link up each sheet manually.