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Retention Periods

Retention Periods

Configuring available timescales for Retention Policies.

Retention Period Configuration

To configure retention periods go to Administration -> Setup -> Workflow -> Retention Periods. The following view will be presented:

Workflow retention period configuration screenshot v7

1. Click Add. The following view will be presented:

Add new Retention period

2. Edit/configure:

Period Unit

Enter an appropriate value.


Select whether the Period Units are applied as years or months as required.