Set a segment as inactive or active

Set a segment as inactive when users must no longer select it but its values must remain on historical records. Inactive segments are hidden from forms, reports, and existing transactions and cannot be used on new transactions. You can set the segment as active again later.

Before you begin

You need the Administrator access profile or the Customization: create fields and segments permission set.

Set a segment as inactive

  1. Open Menu > Administration > Customization > Segments.

  2. In the Active list, find the segment and open its row action menu.

  3. Select Set as inactive.

  4. In the Set custom segment as inactive? dialog, select Set as inactive.

The segment moves to the Inactive list and is no longer available for new selections.

Set a segment as active

  1. Open Menu > Administration > Customization > Segments.

  2. Select Inactive.

  3. Find the segment, open its row action menu, and select Set as active.

The segment moves to the Active list and becomes available again where it applies.

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