Just Released
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Archived Step in Workflow
Summary
Users can now configure a form to set a workflow step as “Archived”, in a similar way in which you configure a form as the draft step.
Improvement
Record lists will now load significantly faster for customers with 10s of thousands of closed documents.
Details
In the module records view there is an option for “Show Archived Records” so if there are archived records for that module, the client can either elect to show either all records, exclude the archived records, or show only the archived records.
In this example below, documents with the “Closed” step would not display in the record list unless a user selects either Yes or All within the record list.
Please note that this new feature needs to be configured for individual modules. If a customer has had config training then they can configure it themselves. If you need our assistance, please contact us for a quote.
