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Idea

Provide better ways to archive/bury documents without having to trash them

  • March 6, 2024
  • 2 replies
  • 96 views

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We often go through a documentation lifecycle, where the end of a document’s life is to archive it.  In Lucid, this means putting it in a folder called zArchived (to force it to the bottom of folder sorting).  This works, however it presents two challenges:

  1. There is no “Archived” status on a document.  Once it’s Complete, that’s it.
  2. We can’t suppress specific folders from document search, so archived documents often present in searches as ‘real” or “current” documents, when they in fact are far from that.
  3. The search results page does not list the folder the document is in, so there’s absolutely no indicator whatsoever that the document is not valid anymore.

Ideas

  1. Provide a new Status, “Archived”, so documents can be set with it to ensure people know not to rely on them for current-day things but rather historical.
  2. Provide a way to suppress specific document folders from search results.
  3. Add a “Folder” column to the search results so searchers know where the document resides.

March 6, 2024

Hi Paul, thanks for this idea and your insightful suggestions! We encourage anyone else who’s interested in this to upvote this post and share any additional details about your use case or what you’d like to see in this experience. For more information about how we manage feedback in this community, please take a look at this post:

 

Comments

Micah
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  • Lucid community team
  • March 6, 2024

Hi Paul, thanks for this idea and your insightful suggestions! We encourage anyone else who’s interested in this to upvote this post and share any additional details about your use case or what you’d like to see in this experience. For more information about how we manage feedback in this community, please take a look at this post:

 


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  • April 30, 2024

I was looking for exactly option 1 for archive status that Paul mentioned in the ideas he posted.