Archiving Rule in Control Center Not Working As Expected

Lisa Townsend

I have several completed projects located in an intake sheet that I would like to archive. I created an archive rule for projects with a status of "Ready to Archive" to move to a separate workspace. I also checked other freeze & disable features for items. When I tested one project, the only thing that worked correctly was the status in my intake sheet was changed to "Archived".

I expected the archived project toolkit (sheets, dashboards, etc.) to move to the a separate workspace, remove/disable items and freeze & lock summary sheets but that doesn't appear to have worked either. Below is my Archive Summary and Archive Log which doesn't appear to have any errors/warnings.

Before I submit a ticket to Smartsheet, I thought I would ask in this forum with hopes to resolve this issue.

Thank you!

Lisa Townsend

UPDATE…The freeze & lock summary sheets appears to work. However, the completed project doesn't move to the correct workspace that I designated in my archiving rule. That's my major concern. If this doesn't work, I will have to manually move each completed project to the new archive workspace which is not ideal.

If I don't receive any advice from this group, I'll submit a support ticket.

Thanks!

Michelle Choate 2

It should move to the workspace that you delegated. I would recommend submitting that support ticket.

Lisa Townsend

Thank you for your response @michelle.choate. I did designate the project to move to a separate workspace but the archiving still doesn't work properly. I will submit a support ticket with Smartsheet.