Before you activate a policy, to modify an event rule in a simple or advanced policy, complete the following steps.
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In Retention Policy Designer, perform one of the
following procedures depending on your policy type.
Policy Layout Steps For a simple policy - Skip to step 2
For an advanced policy that contains one phase and multiple paths - In the Paths column, select the path that contains the event rule you want to modify. The selected path is highlighted in blue.
- Click the Event tab.
For an advanced policy that contains multiple phases - In the Phases column, select the phase that contains the path for which you want to modify an event rule. The selected phase is highlighted in blue.
- In the Paths column, select the path that contains the event rule you want to modify. The select path is highlighted in blue.
- Click the Event tab.
Note: The Paths column displays only when more than one path is defined. -
To modify the event rule, on the Event tab,
perform one of more of the following actions:
Action Steps Modify a rule condition - Double-click the condition you want to modify. Conditions display in blue underlined text.
- In the Add Condition dialog box, make the changes you want.
- Click OK.
Delete a rule condition - In the vertical bar to the left of the conditions, click next to the condition you want to delete and then click the Delete button.
Rearrange rule conditions - In the vertical bar to the left of the conditions, click next to the condition you want to rearrange, and either click the Move Up button or the Move Down button. Moving a condition up in the list means that Retention Policy Designer evaluates it earlier. Moving a condition down in the list means that Retention Policy Designer evaluates it later.
Group rule conditions - To group any two conditions, in the vertical bar to the left of the conditions, click next to one row, hold down the Ctrl key, and then click next to the other row.
- Click the Group button.
- Click File > Save.