Archive

From RPM Wiki

Table of contents
1 Summary
2 Security

2.1 Staff users
2.2 Agent users

3 Archiving a form
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Summary

Process forms can be archived. An archived form has all the same functionality of a regular form, but it isn't included in the built-in views. Also, archived forms aren't listed in the attention list or on details pages (like for an agency). You can also filter archived forms out of custom views.

  • Use: Archive forms when they are no longer required for day-to-day use.
  • See Process management
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Security

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Staff users

  • Viewing an archived form requires the same privilege as viewing a regular form, 'Limited' or "Full" for that process.
  • Archiving or restoring a form requires the "Archive, delete forms" privilege.
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Agent users

  • Agent users can view archived forms through a URL favorite. Archived forms are not listed on their forms page.
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Archiving a form

There are 3 ways to archive a form:

  • Single. Bring up a form and click "Archive" in the top right.
  • Multiple. While using a view click "More..." in the toolbar and then "Archive".
  • Automatic. When adding or editing a status level you can select "Auto archive" then when a form is changed to this status level it will be archived automatically.

There is 1 way to restore (un-archive) a form

  • Single. Bring up an archived form and click "Restore from archive".
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  • This page was last modified 20:31, 16 Apr 2007.
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