Recalling Requests

Requests can be recalled after they're published by using the recall feature. Recalling an request will delete all response data, but will not delete the associated record.

Note: Recalling is only available for users assigned the Engage Administrator role.

On this page

Assigning the Engage Administrator role

  1. From the menu, click Admin menu > Access Control > Users.

  2. Select a user.

  3. Click the Roles tab.

  4. Click Lookup. Search for Engage Administrator and select it. Click OK.

    Note: The System Administrator should alert the user that they've been assigned a new role.

Recalling within a record

After a request is successfully published, it can be recalled within the associated record.

Note: Recall uses the same Publish, Contacts, and Field Mappings information as configured during publishing.

  1. From the menu, click Analyze.

  2. Navigate to a record you want to recall.

  3. Click Recall. Click OK.

Recalling using a custom object

Requests can be recalled by configuring and using a Recall custom object.

Creating a custom object

  1. From the menu, click Admin menu > Application Builder. Select an Engage-enabled application or questionnaire.

  2. In the Layout tab, expand Layout Objects and select Custom Object.

  3. Drag the Custom Object into the Layout Builder.

  4. Expand Recall Properties and navigate to Code.

  5. Copy the Recall code from Archer Community. Paste it into Code.

  6. Update the following fields with applicable field values within the code: 

    • VisibleFieldId: 29719

    • EngageProgressFieldId: 29831

    • HistoryFieldId: 29730

    • HistorySubmitByFieldId: 29827

    • HistorySubmitDateFieldId: 29828

    • HistoryActionFieldId: 29826

    • StatusFieldId: 23168

    • PublishMessageFieldId: 23162

    • PortalRequestURLFieldId: 26015

    • ProductIdentifier: E4BU

  7. Update the urlInstanceName value with your base URL.

    Note: For example, the urlInstanceName value for <Domain Name>/Archer/apps/ArcherApp/Home.aspx is Archer.

  8. Click Save properties.

Using Recall as a custom object

  1. From the menu, click Analyze. Navigate to an application or questionnaire that has Engage enabled and contains published records.

  2. Navigate to a record you want to recall.

  3. Click Edit, then click the Recall custom object. Click OK on the recall confirmation pop-up.