Archiving

Within archiving, we have 2 options for archiving a case.

1. Automatic archiving defined in template
2. Manual archiving on a specific case

Automatic archiving - settings in the template

Archiving settings are made directly in the specific template whose cases we want to archive. In the settings, we have the option to choose when we want to activate archiving. We can choose:

1. A certain number of days from the start of the case - can be useful in cases where we know that the process is not long-term and we do not want to deal with closing the case within WF.
2. A certain number of days from the end of the case - suitable, for example, for contracts that are no longer active and are completed.

Archiving is then performed using ArchivationCron cron. This process goes through all cases that meet the conditions for archiving and moves these cases to the archive.

Within cron, you can set a limit on the number of cases for one run to prevent the DB from being overloaded in the event of a large volume of archived cases at once.

Manual archiving

Cases can also be archived manually if necessary. This can be done using the Archivovat button, which can be found in the "Cases" overview for a given case.

Case archive (overviews of archived cases)

For all archived processes, we can create reports that can be searched in the same way as in classic reports. The settings are made only by clicking on the "Archived" status in the expert mode of the report. It is advantageous to make a copy of the existing report and then edit the copied report.

Returning an Archived Case to Active Cases (Dearchiving)

Within archived cases "Cases" => "Archived" . You can return an archived case back to Active cases.

Here, for the selected case, I will select the option Dearchivovat .