Workunit views and table data cleanup

Running processes can generate a large amount of data in the database. These are some options on how to clean up workunit views and table data:

  • Move workunits to Work Unit History view

    If you think you might need to retrieve completed workunits, do not delete them. Instead, move them to the Workunit History view. Workunits retain all associated data until you run the delete logs and activites action or schedule the workunits for deletion.

    See Moving workunits to history.

  • Delete workunit logs and activities

    You can delete logs and activities for workunits from the active Workunits list or from Workunit History.

    See Clearing logs and activities for workunits with status of Completed or Canceled.

  • Permanently delete one or more workunits and all associated data

    This method permanently deletes all information about workunits. You can delete workunits that are displayed in the active list or workunits that have been moved to history.

    Only workunits that have the status Completed or Canceled can be deleted.

    See Deleting workunits.

  • Auto-delete some data associated with a workunit through autopurge

    The autopurge feature is a method for permanently deleting some, but not all, data associated with a workunit. When autopurge is enabled, data in the PfiActivity and PfiActivityVariable tables for workunits that have completed successfully (those with status Completed) or terminated (those with status Canceled) is deleted.

    See Pruning unnecessary workunit data for the data area.

  • Use Workunit Data Cleanup to prune only unnecessary data

    Workunit Data Cleanup prunes some workunit data for workunits with a completed status. You can configure Workunit Data Cleanup to run immediately after the workunit completion or after a number of days.

    See Pruning unnecessary workunit data by process.

  • Purge non-user action workunits of a certain age

    The ScheduleNonUAWorkunitDeletion action deletes all the non-user action workunits, which do not have any approvals, of a specified age. You can schedule or manually run this action.

    See Purging non-user action workunits for a data area.

How often should you clean up your Infor Process Automation data?

Best practices for cleaning up Infor Process Automation workunits are determined at your site. Decisions about how often to archive and delete are based on how many processes you run and how much runtime data the workunits generate.

If your processes generate a moderate amount of data, you might want to delete workunit data monthly. You could run the delete procedure on the last day of the month. For example, on March 31, delete February data.

If your processes generate a large amount of data, you might want to delete the previous week's data every Monday morning.