I have a table of active client files. As the files are closed out, I would like to remove them from my table, but still retain them somewhere for possible future reference. I see I can delete the file, but that is not what I want to do. Any suggestions?
How to archive or close out (NOT DELETE) a file
+29Welcome to the Airtable community!
Is each client file an Airtable record? If so, have a field for the status of the record—typically a single select or a checkbox. Then filter the view of the table to show only records based on the status field. All of the records will remain in the table but you can see only those that fit the filter criteria.
Welcome to the Airtable community!
Is each client file an Airtable record? If so, have a field for the status of the record—typically a single select or a checkbox. Then filter the view of the table to show only records based on the status field. All of the records will remain in the table but you can see only those that fit the filter criteria.
Perfect. Thank you very much kuovonne.
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