IT admins keep archived grant profiles linked and hidden

Caseworkers archive grant apps that stay visible in the active portal, causing duplicate reviews and lost profile history. IT workflows create archived profiles and hide apps from active submissions.

Overview

Caseworkers risk duplicate reviews and broken record links when archived applications remain in the active portal. This workflow ensures archived profiles are created and applications are moved out of the active view, preserving history and eliminating live duplicates. IT can deploy this pattern to reduce manual fixes and protect record integrity.

Notable Features

Create archived profile from application
Move application into archived folder
Remove live profile link on record