Auto-Archive Automation

As your pipeline matures, closed entries can pile up and make the board harder to scan. Auto-Archive automatically moves entries that have been in a terminal stage (like “Sold” or “Completed”) for a set number of days into the archive zone — no manual cleanup required.

How Auto-Archive Works

You define a terminal stage and a time threshold. Once an entry has sat in that stage longer than the threshold, Gravity Pipeline automatically archives it to the Won/Sold zone (or the zone you specify). Your active board stays lean while all data is preserved.

Configuring Auto-Archive

1. Go to Forms > Settings > Gravity Pipeline and open your pipeline feed.
2. Scroll to the Auto-Archive section.
3. Toggle Enable Auto-Archive on.
4. Select the Trigger Stage — the column that entries must be sitting in (e.g., “Sold”).
5. Set the Archive After value — the number of days an entry must be in that stage before it’s auto-archived.
6. Choose the Archive Destination — Won/Sold or Lost/Dropped zone.
7. Click Save Settings.

Recommended Settings

• Sales pipeline: Auto-archive “Sold” entries after 7–14 days to keep the Won zone up to date.
• Project pipeline: Auto-archive “Completed” entries after 3–5 days once the team has wrapped up.
• Support pipeline: Auto-archive “Resolved” entries after 1–2 days.

Viewing Auto-Archived Entries

All auto-archived entries are accessible in the archive zone view and in Gravity Forms entries. The activity history on each entry notes that it was auto-archived, including the date and stage it came from.