Add a path - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-paths/Add-a-path - 2024-04-02 - Paths in phases determine the location of a document or a record using details that can include an event rule, retention period duration, and disposition action. To create a new path for a phase in an advanced retention policy, complete the following steps.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

Paths in phases determine the location of a document or a record using details that can include an event rule, retention period duration, and disposition action. To create a new path for a phase in an advanced retention policy, complete the following steps.

After you add an additional path to a simple policy, it becomes an advanced policy. Retention Policy Designer displays the Paths and Details columns for advanced policies.
  1. In Retention Policy Designer, in the Phases column, select the phase to which you want to add a path.
    The selected phase is highlighted in blue.
  2. Click File > New > Path.
  3. In the New Path dialog box, perform the following substeps.
    1. In the Name field, type a path name.
    2. Optional. In the Description field, type a description.
    3. Click OK.
  4. Repeat this procedure for each path you want to include in the phase.