How do I make an entity inactive?

Sometimes it's better to hide your entity without deleting it. Learn how to hide entities.

If you want to hide without deleting it, for example, keep the entity but make sure it doesn't appear on reports, you can make the entity inactive. Inactive entities don't appear in lists or on reports unless you choose to show inactives.

Changing the status of an entity from active to inactive is different from inactivating an entity. For details on inactivating an entity, see Inactivate or delete an entity.

 

Permissions and other requirements

  1. At the top level, go to the Entities list.
  2. Choose Editto open the Entity information page.
  3. In the Entity section, change the status from Activeto Inactive.
  4. Select Save.

To view inactive entities on reports and lists, select the Include inactives checkbox at the top of the report or list page.