What are path details? - What are path details? - You define path details to set the event, time, or event and time based rules for a path in a phase, the duration of the retention period, and the disposition action that occurs when the retention period ends. When you define a path, you must also set the details for that path. - Perceptive Content - Retention Policy Designer - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-paths/What-are-path-details - Foundation 24.1 - Foundation 24.1

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License
ft:lastPublication
2024-04-02T13:38:57.399000
ft:locale
en-US

You define path details to set the event, time, or event and time based rules for a path in a phase, the duration of the retention period, and the disposition action that occurs when the retention period ends. When you define a path, you must also set the details for that path.

A document or record falls under a path in a policy when it meets the rule conditions you define. Rules are based on events, times, or a combination of an event and a time. To set the duration of the path retention period, you select a date type, such as a system date, custom property date, or a date period you define. When the retention period ends, a disposition action occurs. You set a single disposition action for each path. Disposition action options include destruction, permanent, and accession. You can assign a user or group to approve the disposition action before it occurs. An approver receives an email notification when his or her approval is required.