How to apply retention policy on forms

Created by Mark Eves, Modified on Tue, 26 Apr, 2022 at 3:59 PM by Mark Eves

Users can apply retention policies to forms ensuring the data collected via service requests remain in the system only for the selected time duration.


1. Go to Administration -> Forms builder.


2. Select any form and go to form details section.


3. Enable the ‘Retention’ flag for the form.


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4. Go to Retention section and select the duration in terms of weeks, months and/or years.


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5. The service requests raised under this form category will be available in the system for the specified time duration. The system will automatically delete the details upon the expiry of the configured date.


 


Note- The data once deleted cannot be retrieved. It is advisable to select the retention policy carefully.


 

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