Create an event rule - 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/Use-event-rules/Create-an-event-rule - 2024-04-02 - Before you activate a policy, to create an event rule in a simple or advanced policy, complete the following steps.

Before you activate a policy, to create an event rule in a simple or advanced policy, complete the following steps.

1. In Retention Policy Designer, perform one of the following procedures depending on your policy type.

   Layout Design	Steps
   Simple policy	On the Event tab, click the Add button.
   Advanced policy with a single phase and multiple paths	In the Paths column, select the path to which you want to add an event rule. On the Event tab, click the Add button.
   Advanced policy with multiple phases	In the Phases column, select the phase that contains the path to which you want to add an event rule. In the Paths column, select the path to which you want to add an event rule. On the Event tab, click the Add button.

2. For any policy type, in the Add Condition dialog box, perform the following substeps.
   1. In the Constrain by list, click the kind of constraint that sets up the lists you need in the Type, Field, and Operator fields.
   2. In the Type list, Normal displays.
   3. In the Operator list, select an operator, such as "is equal to" or "is greater than," that is used in the comparison.
   4. In the Value field, select or type a value using the selected operator.
   5. Click OK.
3. To add more rule conditions, repeat the previous step.