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Archer User Experience
Share user experience feedback and best practices

Forum Posts

Changes to Personal Report Sharing functionality

Hi All -The process to share a personal report was changed in the last update to Archer. The new process requires that any users/groups be added to the report via the "share" feature in the master reports list. This change takes a once simple two cli...

Transition Node failed to transition Workflow

Hello All,Currently, I am facing an issue with my all Risk records. Whenever the user tries to submit the record it throws an error "Transition Node failed to transition Workflow". I guess this happened after the patch. To resolve this do I need to r...

mykgang1 by Contributor III
  • 2 replies
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Mail merge templates as read only for Group

Hiwe have a group that needs read only access to Admin panel. All of the page hits are responding with read only view for the group except for Mail Merge template and Application Notifications.Are there any other specific access needed for the group ...

zee_0-1707319238575.png zee_1-1707319265509.png
zee by Contributor II
  • 0 replies
  • 0 kudos

SaaS Migration

Hi All,We are planning to request Archer to migrate our SaaS-hosted application from the US to India. Can anyone let me know apart from Data storage in India what else would be benefitted with the migration?

mykgang1 by Contributor III
  • 0 replies
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Resolved! Record Status

Hi All,How can we show the record status as shown in the image? Is there any OOB solution apart from the custom object?

Screenshot (14).png
mykgang1 by Contributor III
  • 3 replies
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Filtering value list is complicated

Hi,I working with Archer 6.12.5 HF1I have two questions regarding value lists when I put a filter on it:a) In the filter, how can I select more than one value at the same time? Currently it is only possible to select the values individually (one by o...