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Overview
The Archive Record Properties allow you to collect additional information at the Archive step of a workflow. The designated user assigned to the Archiver role will be able to add information to the record properties and approve to Archive the workflow. These record properties will not appear in the Launch Form or in the metadata of the workflow, but only in the Repository.
Note: All default and additional record properties are included in addition to all fields that are created in the workflow template.
Default Record Properties
In the Archive tab of a workflow template, the default Archive Record Properties is information that will be automatically collected in the record of the workflow.
Add Record Property
To add non-default record properties select the "Add Record Property" button. The dropdown will appear with all Company Record Properties, which can be added to the Archive Record Properties.
Once selections for additional record properties are made, they will appear beneath the default record properties. To remove any of the additional record properties, select the X on the right-hand side of the property name.
Archive the Workflow
The default properties will always appear at the Archive step, and non-default properties will only appear if they are included in the template. The Archiver will need to approve to Archive, but can now add information corresponding to the default or non-default record properties included in the template.
Once the workflow is Archived information can be changed later in the record of the workflow using the 'Edit' feature on the side-panel.
For more information regarding Editing Metadata check out this article.