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.


Archiving a List cannot be undone.

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


To archive a List:

  1. Open the List. From the Actions dropdown, click Archive This List.
  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.
  2. Scroll down to the Archive Date field. Set a date and click Save.
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