Start archiving

To archive a process in Portal, you need write access to the object and the working draft must be active.

Instructions in the Portal:

1. Click for the object you want to archive, for example, in the working draft card in the history drawer.

   Note: In the Portal and Apps, you can perform workflow actions in the following areas using the More actions button:
   

   • Object formats

   • Properties sidebar

   • Quick navigation

   • Favorites

   • Search results in the Portal search

   • My tasks

2. For example, click Start archiving in the history drawer:

   

3. In the Start archiving dialog, assign the releasers and optionally enter a creation comment:

   

   Note: Releasers are dynamically assigned via the Version release property. See also Assign examiner and releaser dynamically.

4. Confirm with Start archiving

Instructions in the WebModeller:

1. Select the process in the model overview

2. Open the context menu by right-clicking

3. Click Further actions | Start archiving:

   

4. In the Start archiving dialog, assign the releasers and optionally enter a creation comment

5. Click Start archiving

Results:

• The object has the status Archiving started. In this state the object cannot be edited.

• The releasers are informed about their task by email and by notification in the Portal header.

• The releasers see the task in My Tasks in the current tasks.