Draft Checks¶

Move an Active check to Draft to take it out of Scans while you review or adjust it. A Draft check keeps its configuration and history, and produces no anomalies until it is activated again. See Check Status.

Permission Required

Moving an Active check to Draft requires the Author team permission on its datastore. See Team Permissions.

Where you can do this

These actions are on the Checks tab of a datastore, a table or file, a field, and a check template. Each one lists the checks of that context, with the same tabs, row menu , and bulk selection.

Steps¶

From the Check's PageFrom the ListIn Bulk

Step 1: Open the Checks tab of the datastore, table or file, or field that holds the check.

Step 2: Click the Active tab. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Click the check. Its page opens.

Step 4: Click at the top right. A menu opens.

Step 5: Click Draft . A success message appears, and the check moves to the Draft tab.

Step 1: Open the Checks tab of the datastore, table or file, field, or check template that holds the check.

Step 2: Click the Active tab. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Click on the check. A menu opens.

Step 4: Click Draft . A success message appears, and the check moves to the Draft tab.

Step 1: Open the Checks tab of the datastore, table or file, field, or check template that holds the checks.

Step 2: Click the Active tab. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.

Step 3: Select the checkboxes of the checks to move. A selection bar appears with the number selected.

Step 4: Click in the selection bar, then click Draft . A confirmation dialog opens with the number of checks.

Step 5: Click Update. A success message appears, and the checks move to the Draft tab.

From the check form

When the check is already open in its form, click at the top right of the form, then Draft .

To put the check back in Scans, see Activate Draft Checks.