How do you archive and unarchive shared saved views, and what is the impact on user permissions?
Archiving and unarchiving shared saved views help keep your workspace organized. In this article, we’ll walk you through the steps for archiving and unarchiving a saved view, and explain how this impacts what users can do with the view.
Archiving a Shared Saved View
When you want to hide a shared saved view without deleting it, archiving is the way to go. Here’s how to do it:
- Log in as the Recipient (We’ll refer to this as User B)
Navigate to the Applicants & Personnel table. - Find the Saved View
Locate the saved view you’d like to archive. - Archive the Saved View
Click the “three dots” dropdown next to the saved view and select "Archive." - Confirm Archiving
You’ll be asked to confirm your choice. Click "Confirm" to archive the view.
What Happens When a Saved View is Archived?
- For the Recipient (User B):
- The archived saved view will be moved to the "Archived Views" section.
- The view can no longer be copied while it’s archived.
- You can unarchive it whenever you need to.
- For the Owner (User A):
- Nothing changes for the owner. They can still access and make changes to the saved view, and it won’t be archived on their end.
Unarchiving a Shared Saved View
If you decide to unarchive a saved view, here’s how you can do it:
- Log in as the Recipient (User B)
Navigate to the Applicants & Personnel table. - Find the Archived View
Go to the "Archived Views" section under the “Shared Views” tab. - Unarchive the View
Click the “three dots” dropdown next to the archived saved view and select "Unarchive." - Confirm Unarchiving
Confirm your decision to unarchive the saved view.
What Happens When a Saved View is Unarchived?
- For the Recipient (User B):
- The saved view is now available again in the "Shared Views" section, and you can copy or make changes to it (if allowed by your permissions).
- For the Owner (User A):
- Nothing changes for the owner. The view will appear as it did before it was archived.
That’s it for archiving and unarchiving shared saved views! With these simple steps, you can keep your workspace tidy and manage your views easily.