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Hide Archived Plans from Product View & Plan Dropdowns (Lists, Segments, Automations)

🔍 Problem Statement

As a Pelcro admin, I experience archived plans cluttering the product view and plan dropdowns, which results in slower plan selection.

💡 User Story

As a Pelcro admin, I want to hide archived plans from the product view, so that the product page isn't swamped with inactive plans.

As a Pelcro admin, I want a flag to hide archived plans from the plan dropdown in Lists, Segments, and Automations, so that I only see selectable, active plans.

🎯 Definition of Done (DoD)

  1. Add setting to enable/disable Hide archived plans in all flows in user settings > Apply only on platform UI and no APis.

  2. default is false

✔ Given a product's plan list, when an admin applies the "hide archived plans" filter, then archived plans are excluded from view.

✔ Given the Create List screen (Collections > Lists), when the plan name dropdown is opened, then archived plans are hidden if the flag is enabled.

✔ Given the Create Segment screen (Workflow > Segments), when the plan name dropdown is opened, then archived plans are hidden if the flag is enabled.

✔ Given the Create Automation screen (Workflow > Automations), when the Plan dropdown is opened, then archived plans are hidden or removed by default.

✔ This change will impact UI, specifically the Products page, and the plan dropdowns in List, Segment, and Automation creation.

✔ This solution will include the following limitations: existing Lists, Segments, and Automations already referencing an archived plan are unaffected; default state of the flag is [clarify - opt-in vs. hidden by default].

Status: Available

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