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

πŸ” Problem Statement

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

πŸ’‘ 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

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

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

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

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

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

βœ” 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].

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Upvoters
Status

In Progress

Board
πŸ’‘

Pelcro Product

ETA
Aug 31, 2026
Date

7 days ago

Author

Rana Haleem

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