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Level 2
September 22, 2026
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Workfront Planning | Archive records

  • September 22, 2026
  • 1 reply
  • 7 views

There should be a way to archive records that have a certain status, like Completed or Canceled, for example. 

Once an organization moves beyond test use cases, the records of a real enterprise start to add up. To my knowledge, Planning comes without a way to move/remove ‘archived’ records from record types, especially connectable record types. 

My solution for now is to just put ‘z_archive’ on the front of each records name. I could probably build an automation for this but I’d rather this be a feature of Planning.

1 reply

redhatgrAuthor
Level 2
September 22, 2026

I’ll update saying that looking into our preview environment it looks like there might be a forthcoming release as an update to connection dependent filtering that would solve the connectable record use case for us. But still generally would love archiving...