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Archiving and Restoring

Archive orders and projects individually or together, and restore records from the Archive Bin.

Last updated About 9 hours ago

Introduction

You don’t want to trash what you’ve done; that’s your history. - Pat Benatar

Archiving lets you set aside shops, projects, orders, routes, people, teams, and shifts that are no longer active, without permanently removing them from Building Swell. Anything archived can be brought back.

Video walkthrough (35 sec): how to archive an object, open the Archive Bin, find what you archived, and restore it.

This guide covers both halves: putting something into the archive, and getting it back out.

Before you start. At least one shop, project, order, route, person, team, or shift.

Step-by-Step Guide

Archive Something

The three-dot menu open beside a route, showing Edit and Archive.

To the right of shops, projects, orders, routes, people, teams, and shifts, either in clear view or behind the three-dot menu, the archive icon sets the object aside. Clicking the icon or the word Archive asks you to confirm, and on confirmation the object is archived.

Archive multiple orders or projects

  1. Open Planning for orders, or the Projects list for projects.

  2. Select the checkboxes beside the rows you want to archive.

  3. Click Archive in the bar at the bottom.

  4. Review how many items will be archived and any that will be skipped.

  5. Confirm with the Archive button.

Archiving an order also archives the items beneath it. On the Projects list, you can select all projects matching your search and filters; see Projects.

Open the Archive Bin

The Settings menu open in the sidebar with Archived selected, listed above Notifications, Users, Roles, API Keys, System Log and the other settings pages.

Choose Archived from Settings to open the Archive Bin. Everything you have archived is listed here.

Find What You Archived

The Archive Bin on its Orders tab, listing archived orders with Name, Archived on, Archived By, ID, Project, Due Date and Route columns, a restore icon at the end of each row, and tabs for Projects, Routes, Dashboards, Stages, Categories, Trucks, Custom Properties, Deliveries, Teams, People, Shifts and Departments.

Click the tag for the kind of object you are after: a route, a person, a team, an order. There is a search in the Bin too, which is quicker than scrolling when you know the name.

Restore It

The restore confirmation dialog, asking whether to restore the named order, noting you will be able to work on it once restored, with Cancel and Confirm buttons.

Click the restore icon on the far right of the row. A confirmation appears; confirm it and the object returns to where it was before you archived it.

Restore multiple records

  1. Open Settings → Archived.

  2. Choose the Orders, Projects, or Routes tab.

  3. Select the checkboxes beside the records you want to restore.

  4. Click Restore.

  5. Review the preview and confirm with the Restore button.

A progress card follows the work. A notification reports the result when it finishes.

Tips

  • Steps and comments cannot be archived.

  • Check you have the right row before restoring. Restoring the wrong object is easier to do than to notice.

  • Use the search in the Bin rather than scrolling.

  • If an archived person, order, or project has an ID, that ID cannot be reused on a new object. Restore the archived one and remove the ID, or repurpose the restored object.

FAQ

Where does a restored item go?

Back to its original place in Building Swell. Restoring does not move anything.

Is archiving the same as deleting?

No. Archiving takes something out of pickers and active views and keeps its history. It is reversible.

Can I archive a step or a comment?

No. Those two cannot be archived.

Conclusion

Nothing you archive is gone. Set aside what you are not using, and pull it back from the Bin when you need it.

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