Archive Entity Records


Purpose: Archiving records helps users keep their data clean and organized by permanently deleting the records and stopping any active automations associated with them. The guide provides step-by-step instructions for archiving both single and multiple entity records, helping you maintain an efficient and streamlined database

TABLE OF CONTENTS


Manually Archive an Entity Record 

1. Navigate to Data tab from the top menu bar


2. Click Custom Objects


3. Click the Custom Object to archive entities for

 


4. Click on the Entity Name

 

 

5. Click Archive


6. Confirm Archival

Archiving an entity record will delete it from your Kizen account and all associated information, so that it can no longer be accessed



Note: When an entity record is archived, all Active automations running on the record will Stop

Archive a Group of Entity Records

1. Navigate to Data tab from the top menu bar


2. Click Custom Objects


3. Click the Custom Object to archive entities for



4. Select the entity records you would like to archive


5. Select the V next to Perform Action button


6. Select Archive Records 



7. Review the information in the pop-up to confirm it is correct


8. Click Next



Hint: Use an Entity Record Group and find records to archive based on specific information

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