Hiding Old Records in Archer

[simtiyaj]

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.

[DavidPetty]

@simtiyaj as-long-as you don't have inherited record permission fields you can apply rules to 'hide' those records that meet the criteria,

[ShaunMartinLaw2 · Accepted solution]

I put the logic in a calc Values List field, to flag visible or not & configure the Default Automatic Record Permissions then with that values list. Inherited Record perms as David suggests complicates it however.

[simtiyaj]

There are some manual record permission (4) in existing app.  how can we avoid displaying those users which are already selected in manual record permission. 

[ShaunMartinLaw2]

You can add rules to your Manual Record Permissions, with the above logic flags, add / remove RUD rights.