What are path details? - 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/What-are-path-details - 2024-04-02 - 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.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

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.