Archive Employee Field

Archiving an employee field removes it from future use while keeping historical data intact for existing automations. This helps keep your workspace organized and prevents outdated or unused fields from cluttering your data.


What Happens When You Archive a Field

  • Values are no longer accessible for use in workflows or new automations.

  • Existing automations that are already active will continue to run.

  • Workflows cannot reference the archived field, and it cannot be re-added to new automations unless restored.


How to Archive a Field

  1. Go to Data → Employee Fields in the left-hand menu.

  2. Find the field you want to archive in the list.

  3. Click the three dots menu at the end of the row.

  4. Select Archive.

  5. Confirm the action in the dialog.


How to Unarchive a Field

  1. Go to Data → Employee Fields.

  2. Click the three dots menu next to the search bar.

  3. Select Archived fields.

  4. In the archived list, find the field you want to restore.

  5. Select Unarchive and confirm.

Once unarchived, the field becomes available for use in workflows and automations again.


Best Practices

  • Archive fields that are no longer relevant to your processes.

  • Before archiving, review workflows and automations to ensure they no longer rely on the field.

  • Consider exporting or documenting any critical data stored in the field if needed for compliance or records.

  • Use unarchive only when the field will be actively used again, to avoid clutter.

Last updated

Was this helpful?