How to archive a solution

Overview

Archiving a solution removes it from your active workspace views without deleting it. Use this when a solution has been completed or is no longer relevant to current work, but you want to keep it as a record.

Before you start

  • Archiving applies to the solution itself, not to a single card placement. Archiving a solution removes it from all journeys and libraries across the workspace.
  • Archiving a solution will also archive its child solutions — unless a child still has at least one other active parent.
  • Archived solutions are read-only. You can still open them for reference, but editing is disabled.

How to archive a solution

From the Solutions Library

  1. Go to the Solutions Library.
  2. Select the checkbox next to the solution or solutions you want to archive.
  3. The Bulk edit bar appears at the bottom of the screen
  4. Click Archive.

From the solution card

  1. Open the journey or library where the solution appears.
  2. Click the three-dot menu in the top-right corner of the solution card.
  3. Select Archive everywhere.

How to find archived solutions

Archived solutions are hidden by default. To show them:

  1. Go to the Solutions Library.
  2. Open the filter options.
  3. Choose one of the following:
    • Include archived — shows active and archived solutions together
    • Archived only — shows only archived solutions

How to unarchive a solution

You cannot unarchive a solution if it would become an orphan (meaning it has no active parent). Make sure at least one active parent exists before unarchiving.

From the Solutions Library

  1. Go to the Solutions Library and apply the Archived only or Include archived filter.
  2. Select the checkbox next to the solution or solutions you want to unarchive.
  3. A black action bar appears at the bottom of the screen.
  4. Click Unarchive.

From the solution card

  1. Find the archived solution using the filter options above.
  2. Click the three-dot menu in the top-right corner of the solution card.
  3. Select Unarchive everywhere.

When you unarchive a solution, its child solutions are unarchived by default. You can choose to leave certain children archived.

Tips

  • If you're unsure whether to archive or delete, archive first. You can always delete later, but you can't undo a deletion.
  • A good time to archive a solution is about a month after it's been completed and no longer needs to appear in active views.
  • Use Archived only to do a periodic review and decide if past solutions are worth restoring.