ProcessMaker API Documentation
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Archive a Process

Archive a Process that is no longer needed in your organization.

Overview

An archived Process has the following attributes:

  • Archived Processes are disabled until they are restored. Archived Processes are not deleted.

  • All archived Processes in the organization are accessible from the Process Archive page. See View Archived Processes.

  • A Process with in-progress Requests can be archived. In-progress Requests for a Process that is archived will complete.

View Archived Processes

Your ProcessMaker user account or group membership must have the "Processes: View Processes" permission to view the list of Processes unless your user account has the Make this user a Super Admin setting selected.

See the ProcessMaker Processes permissions or ask your ProcessMaker Administrator for assistance.

Follow these steps to view all archived Processes in your organization:

  1. Log on to ProcessMaker.

  2. Click the Processes option from the top menu. The Processes tab displays.

  3. Click the Archived Processes iconin the left sidebar. The Archived Processes page displays all archived Processes in your organization.

Click the Archived Processes iconin the left sidebar when you are in other Process-related pages to view the Process Archive page.

"Process Archive" page contains all archived Processes in your organization

The Archived Processes page displays the following information in tabular format about archived Processes:

  • Name: The Name column displays the Process name.

  • Category: The Category column displays in which Process Category the Process is assigned.

  • Owner: The Owner column displays the Process Owner who maintains the Process. Hover your cursor over a user's avatar to view that person's full name.

  • Modified: The Modified column displays the date and time the Process was last modified. The time zone setting to display the time is according to the ProcessMaker server unless your user profile's Time zone setting is specified.

  • Created: The Created column displays the date and time the Process was created. The time zone setting to display the time is according to the ProcessMaker server unless your user profile's Time zone setting is specified.

Need to Restore an Archived Process?

Click the Restore icon. See Restore a Process.

No Archived Processes?

If no archived Processes exist, the following message displays: No Data Available.

Archive a Process

Your user account or group membership must have the following permissions to archive a Process:

  • Processes: Edit Processes

  • Processes: View Processes

See the Process permissions or ask your ProcessMaker Administrator for assistance.

Follow these steps to archive a Process:

  1. View your Processes. The Processes page displays.

  2. Click the Archive iconfor your Process. The Caution screen displays to confirm archiving the Process.

  3. Click Confirm to archive the Process. The following message displays: The process was archived. The Process moves from the Processes page to the Archived Processes page. See View Archived Processes. Also see Restore an Archived Process.

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