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Archer User Experience
Share user experience feedback and best practices

Forum Posts

Unsubcribe Email Subscription

Hi, I am not able to unsubscribe an Email subcription, even with my permission as an administrator. The checkboxes in the User Menue are shaded.What is the reason for that behaviour?I am working with Archer Version 6.12.5 (on Prem)Marcel

unable to delete Layout objects

@DavidPettyI am unable to delete layout objects such as textbox, custom object etc in the back end even though delete option is enabled. Could you please say how to fix this issue.

recalculation

There are few archer records which are not updating as per logic. new records working as per condition but few old records not updating. tried creating cal schedule also not working.

simtiyaj by Contributor III
  • 403 Views
  • 0 replies
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Add records in 'Questionnaire comments' subform

Hi,Is it possible to add new records manually or through datafeed or any other way in the “Questionnaire Comments” subform section in which usually the comments which are added in the sticky notes that is present next to the questions gets reflected ...

Resolved! Hiding Old Records in Archer

Hi,I have one requirement where I need hide old records of application. User wants see record created from Jan 2023 only.Please let me know how can we achieve this.

simtiyaj by Contributor III
  • 1045 Views
  • 4 replies
  • 0 kudos

Fetch Department Name of User

I would like to get the Department Name from the Users. IF any user selected in the record, the Department name of the User should be populated (or) displayed. Requirement 1 :: If any Record Permission is selected in a record, there should be some wa...

Archer Saas - Base OS

Archer Saas - BASE OS Hello, I assume Archer is Windows based but didn't want to assume. We need this for our vendor records and cannot find anywhere. Can someone please confirm Archer is Windows based?

Mouse Over Help Text

Hello everyone, is there any function in Archer to hide the Mouse Over Help Text?Our Partner only want to click on the question mark. Version 6.12 P6 HF2Thanks for the Help!

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WanneckeK by Contributor II
  • 925 Views
  • 2 replies
  • 0 kudos

Resolved! Duplicate filter criteria causing DB error

Statement:Archer Version 6.13 P3 HF1Findings application has a default records permission field, within this field you can set filters to have permissions applied if rules are met. Issue:I accidentally added a few rules that are not appropriately nam...

wlaughlin by Contributor III
  • 1233 Views
  • 5 replies
  • 0 kudos

Archer Notifications

I have set up email notifications to be alerted when datafeed process has completed successfully or failed to complete, but how do I set it up to notify if the process did not run at all?

JT7 by Contributor
  • 633 Views
  • 0 replies
  • 0 kudos