Smartstaff, administrator
4,478
edits
Changes
no edit summary
Level 1 records can be archived so they no longer appear in the Level 1 list view.
:[[Image:ArchivingBatchUpdate.png]]
Reports can also be filtered based on whether or not the object has been archived.
:[[Image:RBArch.png]]
:The above image of the Report Builder shows how to filter for only records that have been Archived.
:To filter for records that are not archived use a criteria of ''='Not Archived' ''in the report builder.
==Archive Records==
# Use the Search / Filter option to return the list of records that are to archived.
# Once the search is complete select the records to be archived using the check boxes in the search screen.
:[[Image:Archive.png]]
# Click the Batch Update button.
# In the resulting screen select the Archived option from the '''Update Archive to''' drop-down list.
:[[Image:ArchiveSelect.png]]
# Then click the '''Batch Update''' button.
# Click OK on any windows related to the execution of workflows.
:[[Image:ArchiveWorkflow.png]]
# User should get a confirmation screen to notify them that everything has been updated successfully.
:[[Image:ArchiveConfirmation.png]]
# The list view should also update to reflect that fact that the selected records have now been archived.
==Unarchive Records==
# Use the Search / Filter option to return the list of Archived records.
# Select the records to be unarchived using the check boxes in the search screen.
# Click the Batch Update button.
# In the resulting screen select the Not Archived option from the '''Update Archive to''' drop-down list.
:[[Image:Unarchive.png]]
# Then click the '''Batch Update''' button.
# Click OK on any windows related to the execution of workflows.
# User should get a confirmation screen to notify them that everything has been updated successfully.
:[[Image:ArchiveConfirmation.png]]
# The list view should also update to reflect that fact that the selected records are no longer archived.