Create an event rule for cutoff states - Create an event rule for cutoff states - 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-for-cutoff-states - 2024-04-02 - To trigger disposition actions when a record folder enters a cutoff state, a simple or advanced policy must include an event rule for the cutoff state. Complete the following steps to create that event rule in Retention Policy Designer.

To trigger disposition actions when a record folder enters a cutoff state, a simple or advanced policy must include an event rule for the cutoff state. Complete the following steps to create that event rule in Retention Policy Designer.

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 Cutoff property.
   2. In the Type list, Normal displays.
   3. In the Field list, select Is cutoff or Cutoff date.
   4. In the Operator list, select an operator, such as "is equal to" or "is greater than," that is used in the comparison.
   5. In the Value field, select or type a value using the selected operator.
   6. Click OK.
3. To add more rule conditions, repeat the previous step.