How to archive a List

Lists cannot be deleted. Instead, they can be archived. This removes them from your Active Lists while preserving the history of the record.

Warning

Archiving a List cannot be undone.

To view any Lists you've archived, click the Lists dropdown and select Archived Lists.

Archive_list_1.png

To archive a List:

  1. Open the List. From the Actions dropdown, click Archive This List.
    Archive_list_2.png
  2. A warning will appear asking if you want to archive this List. Click OK.

To set an archive date:

Users can also set a date for the List to archive automatically. This date can be updated or removed if needed.

  1. Open the List. Click the pencil icon.
    Archive_3.png
  2. Scroll down to the Archive Date field. Set a date and click Save.
    Archive_4.png
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