Deactivating Data Retention Settings

Note:
If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature.

Overview

If a user deactivates data retention settings on an object type, no fields, formulas, or properties for the object type will be retained. All data will be purged when an Object of this Type is deleted.

If a user reactivates the Retain Data for Analytics toggle switch, previously selected fields, formulas and properties will remain selected. 


User Account Requirements

The user account used to log into Resolver must have Administrator permission to access the Object Types section.


Related Information/Setup

Please refer to the Enabling the Auto-Delete Function Using a Scheduled Trigger article, for more information on enabling the auto-delete function.

Please refer to the Disabling the Auto-Delete Function article, for more information on disabling the auto-delete function.


Navigation

  1. From the Home screen, click on the Administration icon.

Administration Icon

  1. From the Administration Settings dropdown menu, click the Admin Overview link.

Admin Overview Link

  1. From the Admin Overview screen, click the Object Type tile under the Data Model section.

Object Type Tile

  1. From the Admin: Object Type screen, enter an object type name in the Search field to narrow the search results.

Search Field

  1. Click on an Object Type link.

Object Type Link

  1. From the Admin: Edit Object Type screen, the number of active data retention settings selected can be seen within the Data Retention tab. 

Data Retention Indicator

  1. Click on the Data Retention tab.

Data Retention Tab

Deactivating Data Retention Settings

  1. From the Data Retention tab, click the Retain Data for Analytics toggle switch.

Retain Data for Analytics Toggle Switch

  1. A Confirmation screen will appear, read through the warning and click the Yes button to deactivate retaining data for analytics. If a user deactivates data retention settings on an object type, no fields, formulas, or properties for the object type will be retained. All data will be purged when an Object of this Type is deleted.

Confirmation Screen