How to add "Archived" filter to Workbooks?
An "Archived" field has been added to Workbooks for consolidation purpose: - Adding filter to personal Workbooks to clear older assignments - Reports/ Dashboards display most current and active assignments
- Navigate to "Workbooks"
- CONTACTS---> CUSTOM OBJECTS---> WORKBOOKS
- CONTACTS---> CUSTOM OBJECTS---> WORKBOOKS
- Select desired view to add filter
- Click "Advanced filters" to open filter settings sidebar
- click "AND" and search for "Archived"

- Set filter settings to: is any of---> No
- Select apply filter (as seen above)