Custom Report Layout Archive

After modifying a Document Creator layout, there is always the possibility to revert your changes to a previous version of your report layout. On the Custom Report Layouts page you will find an Archive factbox that shows the archived versions of the selected layout. Every time a report layout is changed by an import, an archive version is automatically created.

archive-factbox

It is also possible to view all archived custom report layouts by opening the Custom Report Layout Archive page.

custom-report-layout-archive

Note

The Custom Report Layout Archive page can be opened using the Tell Me search feature, or invoking the Navigate > Document Creator > Archive action on the Custom Report Layouts page.

When are layouts archived automatically?

Custom Report Layouts are archived automatically when the following events take place on the record: Layout Import, Layout Package Import, Layout Restore, Design Import

Archiving LayoutsLink

You can manually archive the current version of a layout using the Archive Layout... action on the Custom Report Layouts page. A new archive record will be created with the current version of the selected layout record. By default, the archive commment will be empty, but you can enter your own comment using the Edit Comment action in the Archive factbox/page.

archive-layout-action

Restoring LayoutsLink

You can restore a previous version of a layout using the Restore Layout action on the Archive factbox of the Custom Report Layouts page, or the like-named action on the Custom Report Layout Archive page.

archive-factbox-actions

You will be asked to confirm the restore, and the current version will be archived before the selected previous version is restored.