Helper ⭐️

Archive Old Playbooks

Forum|Forum|7 years ago
December 11, 2018
22 replies
244 views

I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.

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R

ryancapra

Contributor ⭐️⭐️

Agreed! We have a ton of old playbooks that we don't want to delete for reporting purposes, but we need to de-clutter our large library of playbooks. Archiving would solve this problem.

faust_belarmino

Helper ⭐️⭐️

@aditya_marla Any update on the roadmap for this?

We're thinking of creating a workaround using a New "PLaybook Archive" CTA type.... This is not very ideal of course... but there doesn't seem to be another way to hide/organize old playbooks

darkknight

Expert ⭐️

Hey Faust, that's what we did too. We created a "Retired" CTA Type. Agree, not ideal, but the best we were able to do for now.

Jeff Kirkpatrick

faust_belarmino

Helper ⭐️⭐️

Cool - good to know! Thanks Jeff!

R

ryancapra

Contributor ⭐️⭐️

We actually brought this idea to our Gainsight CSM and the next day they adopted this practice internally. If they're doing this internally, I'd say it's best practice. :)

darkknight

Expert ⭐️

Well, ideally no one would be able to see or use archived playbooks anymore. This is definitely more of a workaround due to lack of a preferred method, but it works for now.

Jeff Kirkpatrick

R

ryancapra

Contributor ⭐️⭐️

Yes, of course.

sai_ram

Expert ⭐️⭐️

@All, We have raised this priority and added to product backlog. I will update you here once we push this to our release. You can expect this to be fixed in NXT.

Thanks for bringing this up and happy posting!