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Archiving Records

735 bytes added, 5 April
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==Overview==
This article outlines the procedures for archiving and unarchiving records within the SmartSimple Cloud system. It covers how to manage records' visibility by toggling their archived status, thereby improving system performance and ensuring data is easily retrievable when needed. Key features include filtering records based on their archival status, detailed steps for using the Batch Update feature for both archiving and unarchiving, and the use of the '''@archived@ ''' system variable for conditional visibility and editing of records. Additionally, the article describes an alternative method for unarchiving records individually through custom JavaScript, offering a solution for a custom control.
==Archiving Records==Level 1 Additionally, the article describes an alternative method for unarchiving records can be archived so they no longer appear in the Level 1 list viewindividually through custom JavaScript, offering a solution for a custom control.
These records ==Configuration - Essentials=='''Important''': You can also be removed only access record archiving functionality from the archive as UTA L1 record level. When archiving L1 records all associated L2 and when necessaryL3 activities will be automatically archived.
Both of these are possible using the [[Batch Update]] feature===Archiving Records===1. In order to archive records, navigate to UTA Level 1 list view with those records.
: [[Image:ArchivingBatchUpdate2.png]]==Use the Search Records==Searches can / Filter option to return the list of records that are to be filtered based on whether or not the object has been archived.
: [[Image:SearchArchived3.png]]: The above image of Once the Level 1 search shows how is complete, select desired records to filter for only records that have been Archived.: To filter for records that are not archived simply search archive using normal criteria.==Archive Records==1 Use the Search / Filter option toggle next to return each record or use select all if you wish to archive all records visible in the list of records that are to archivedview.
2 Once : [[Image:archive1.png|800px]]4. Click on the search is complete select the records to be archived using the check boxes in the search screen'''Batch Update''' icon.
: [[Image:Archive5.png]]3 Click Select '''Archiving''', then from the Batch '''Update buttonArchiving''' select '''Archived''' option.
4 In the resulting screen select the Archived option from 6. To complete the process, press '''Update Archive toUpdate Applications''' drop-down listat the bottom of the Batch Update window.
: [[Image:ArchiveSelectarchive2.png|800px]]5 Then click the 7. Click '''Batch UpdateUpdate Applications''' buttonin the pop-up window to confirm your decision.
6 Click OK on any windows related to the execution of workflows: [[Image:archive3.png]]8. Selected records are now archived.
: [[Image:ArchiveWorkflow===Unarchiving Records===1. In order to unarchive records, navigate to UTA Level 1 list view with those records.png]]7 User should get a confirmation screen <br />2. Use the '''Advanced Search''' to notify them return the list of records that everything has been updated successfullyare to be unarchived.
: '''[[Image:ArchiveConfirmationarchive4.png|800px]]8 The list view should also update to reflect that fact that the selected records have now been archived.'''
==Unarchive Records==1 Use 3. In the list of '''Standard Fields''', select '''Archived Applications'''.<br />4. Press '''Search '''.<br />5. A list with all archived records will be displayed in a list view.<br / Filter option >6. Select desired records to unarchive using the toggle next to each record or use select all if you wish to return archive all records visible in the list of Archived recordsview.
2 Select the records to be unarchived using the check boxes in the search screen'''[[Image:archive5.png|800px]]'''
3 In 7. Click on the resulting screen '''Batch Update''' icon.<br />8. Select '''Archiving''', then from the '''Update Archiving''' select the '''Not Archived ''' option from .<br />9. To complete the process, press '''Update Archive toApplications''' drop-down listat the bottom of the Batch Update window.
: '''[[Image:Unarchivearchive2.png|800px]]4 Then click the '''Batch Update''' button.
5 10. Click OK on any windows related '''Update Applications''' in the popup window to the execution of workflowsconfirm your decision.
6 User should get a confirmation screen to notify them that everything has been updated successfully'''[[Image:archive3.png]]'''
: [[Image:ArchiveConfirmation11.png]]7 The Select L1 records are now unarchived. They will be listed with all other records in a list view should also update to reflect that fact that the selected records are no longer archived.
===Search for Archived Records===
1. In order to find archived records, navigate to UTA Level 1 list view with those records.
2. Archived records can be found only by using '''Advanced Search''' (icon located to the right of the filter dropdown).
==Referencing the field==You can use the @archived@ variable to reference the archive status of a UTA L1 object, where 1 = Archived and 0 = Not-Archived'''[[Image:archive6.png|800px]]'''
This can be used within conditional statements such as visibility and edit conditions to display3. In the advanced search criteria dropdown boxes, select '''Application/hide Common Fields''' then in the list of fields based on the objectselect '''Standard Fields / Archived Applications'''s archive status.
4. Click the '''Search''' button.
5. A list of archived records will be returned in the list view.
===Variable Processor===You can use the '''@archived@''' variable to reference the archive status of a UTA L1 record, where 1 = Archived and 0 = Not-Archived.<br />This can be used within conditional statements such as visibility and edit conditions to display/hide fields based on the record's archive status. ==Configuration - Advanced=====Unarchiving records without using Batch Updaterecords using Pandora===An alternative method for unarchiving involves using [[Pandora]] in a custom javascript JavaScript button. The sample code below is to be used within a [[Custom Field Type: Read Only – System Variables]] field.
This method is best used in combination with a report built to list all archived records, with a hyperlink for each record.
# The user will click on a hyperlink into the record where the "Unarchive" button will be exposed.
# Upon clicking the button, the record will be unarchived where it will now re-appear when searched within the UTA.
 
==See Also==
* [[Batch Update]]
* [[Variable Processor]]
[[Category:Universal Tracking Application]]
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