Archiving and Restoring Requests
Clear finished requests without losing the record
Archiving moves a request out of your active lists and into long-term storage. Archived requests are not deleted — they remain fully accessible and searchable, just separated from the requests you’re actively working on.
When to Archive
Archive a request when it’s no longer active but you want to keep it for records. Common reasons to archive:
- An approved request has been fulfilled and the deal is closed
- A denied request will not be resubmitted
- A draft was abandoned and will not be completed
There is no automatic archiving — requests stay in their current status until someone explicitly archives them.
How to Archive a Request
Requests in any status — Draft, Approved, or Denied — can be archived. Pending requests (currently in the approval queue) cannot be archived until they reach a final decision.
To archive a request:
- Open the request.
- Click the options menu (three dots) in the top-right corner of the request.
- Select Archive.
- Confirm the action in the dialog.
You can also archive directly from the Requests list:
- Right-click a request row (or click the row’s options icon on hover).
- Select Archive.
The request moves to the Archived tab immediately.
Viewing Archived Requests
Archived requests appear under the Archived tab on the Requests list. They are fully readable — you can open them, view their line items and approval history, and export them. The only thing you cannot do with an archived request is submit it or take approval actions on it.
Restoring a Request
If you archived a request by mistake, or need to reference an archived request’s details in a new context, you can restore it:
- Go to the Archived tab on the Requests list.
- Open the archived request.
- Click the options menu and select Restore.
Restoring returns the request to its previous status (Approved, Denied, or Draft). It does not re-enter the request into the approval queue — restoring a Denied request returns it to Denied status, not Pending.
Archiving vs. Deleting
DiscountFlow does not offer permanent deletion of submitted requests. Archiving is the end-of-life state for a request. This is intentional — the approval history and pricing decisions in your requests are audit records that should not be permanently removed.
Draft requests that were never submitted can be deleted. See Editing a Draft Request for instructions.