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Archived Stage

The Archived Stage allows users to remove applications from active workflows without permanent deletion, preserving historical records and supporting compliance and audit needs.

With the Archived Stage implementation, users and systems can now:

  • Archive an application via API, user action, or automated trigger

  • View archived apps within the Pipeline view, with advanced search filters

  • Display archived app data in read-only mode on the application page

📡 Archive an App via API

Endpoint:

POST/apps/archive

Description:
Archives an application by its unique ID or application number. Once archived, the application will be available in read-only mode on the application page for auditing or reference purposes.

Request Headers:

Name

Type

Required

Description

Authorization

string

Bearer token for API access

Content-Type

string

Must be application/json

ℹ️ How to Get the Bearer Token:

Once an API client is created, you can generate an access token:

  • Navigate to Admin > Security Setup > Manage API Clients

  • Create or select an existing API client

  • Generate an access token from the client detail view

  • Use this token as:
    Authorization: Bearer YOUR_ACCESS_TOKEN

Request Body:

{

"appNumber": 3544,

"reason": "test"

}

Field

Type

Required

Description

appNumber

number

The unique application number to archive

reason

string

Reason for archiving the application

✅ Response Codes

Code

Meaning

200

OK – App archived successfully

400

Bad Request – Invalid input

401

Unauthorized – Invalid token

500

Internal Server Error

⚙️ Archive via Action Post Function

Logixx allows users to archive apps using the Post Function (action). This is typically used to archive apps during or after specific status transition.

How to Configure:

  1. Go to Admin > Site Setup > System Configuration > Actions

  2. Click Add or Edit on the action where you want to include archiving

  3. In the popup window, scroll down to Post Functions

  4. From the Add New Post Function dropdown, select Archive App

  5. Save the action

This setup enables automatic archiving of apps when that action is triggered

🔁 Trigger Handler for Archived Status

Applications can now be archived through custom triggers based in any configurable trigger condition.

How to Configure:

  1. Go to Admin > Site Setup > System Configuration > Triggers

  2. Click Add or Edit on the trigger where you want to select archiving

  3. In the popup window, locate the Trigger Action dropdown

  4. Select Archive App from the list

  5. Define your trigger conditions

  6. Save the trigger

This configuration allows Logixx to automatically archive apps that meet the defined conditions.

🔍 Search Archived Apps in Pipeline View

Users with the proper permission can now include archived applications in Pipeline searches:

  • Navigate to the Pipeline View

  • Use filters to toggle between Active Only, Archived only and Both.

🔒 Archived Apps Are Read-Only

When viewing an archived app:

  • All fields are visible but not editable

  • Activity logs, attachments, and notes remain accessible

  • UI clearly marks the application as “Archived”.

Permission: Access to archiving features and the ability to view archived apps is restricted. To modify access, go to Manage Roles.

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