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Archer User Experience
Share user experience feedback and best practices

Forum Posts

Mail merge templates as read only for Group

Hiwe have a group that needs read only access to Admin panel. All of the page hits are responding with read only view for the group except for Mail Merge template and Application Notifications.Are there any other specific access needed for the group ...

zee_0-1707319238575.png zee_1-1707319265509.png
zee by Contributor II
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SaaS Migration

Hi All,We are planning to request Archer to migrate our SaaS-hosted application from the US to India. Can anyone let me know apart from Data storage in India what else would be benefitted with the migration?

mykgang1 by Contributor III
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Resolved! Record Status

Hi All,How can we show the record status as shown in the image? Is there any OOB solution apart from the custom object?

Screenshot (14).png
mykgang1 by Contributor III
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  • 3 replies
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Filtering value list is complicated

Hi,I working with Archer 6.12.5 HF1I have two questions regarding value lists when I put a filter on it:a) In the filter, how can I select more than one value at the same time? Currently it is only possible to select the values individually (one by o...

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
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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 ...