1) Can we change the default period of 30 days for which data is shown on History and Restore Deleted grid?

Yes, we can change the default period of 30 days in grids, by changing the Default days field value in Undo2Restore Configuration record.

2) Can we change the number of rows that we see in the History and Deleted grid?

Yes, we can change the number of rows in the History and Restore Deleted grid. The number of rows in History and Restore deleted grids are based on the 'Records Per page' set in User’s personal settings.

So in order to change it, you need to Click on gear icon at top right corner then click on Personal Settings.

Then change the 'Records Per page' value and click on OK.

3) After importing the solution of Undo2Restore from website all the Processes of Undo2Restore is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Undo2Restore.

  • Click on the gear icon --> Select Advanced Settings.

  • Next, select Processes.

  • From 'All Process' View activate the process shown in the below screenshot:

4) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Log in to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal crmoln2@microsoft.com

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

5) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Undo2Restore' solution in this new instance. What should we do?

For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to activate the license. To delete the Undo2Restore license, follow the steps given below:

  • Navigate to Advanced Find.

  • Select Inogic License Details in ‘Look for’ -> Click on Results button.

  • Select the Click2Undo record and delete it.

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