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When an Automation Process is no longer needed, it can be archived to keep the Automation Workspace focused on current Processes. Archiving preserves the Process history and allows the Process to be restored if required.
Note: Automation Processes cannot be deleted.
Archiving a Process
To archive one or more Processes from the Processes List:
- In FYI, click the Automation menu option. The Processes tab on the Automation dashboard displays.
- Click the List View button to display the Processes as a list.
- Click the Select button and checkmark the Processes you want to archive. A toolbar displays at the top of the List.
- Click Archive in the toolbar.
- Click Yes to proceed, or No to cancel.
To archive an individual Process while editing the Process:
- In FYI, click the Automation menu option. The Processes tab on the Automation dashboard displays.
- Click the relevant Process name to open the Process for editing.
- Click Archive.
The Process is archived.