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 chooses to remove Auto-Delete from a scheduled trigger transition, that transition will no longer purge objects when that trigger is activated. Objects will transition to their next workflow state without being deleted.

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 Enabling Data Retention Analytic Settings article, for more information on configuring data retention settings.

Navigation

From the Home screen, click on the Administration icon.

Administration Icon

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

Admin Overview Link

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

Object Type Tile

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

Search Field

Click on an Object Type link.

Object Type Link

From the Admin: Edit Object Type screen, click on the Configure Workflow button under the Workflow section.

Configure Workflow Button

Disabling the Auto-Delete Function in Workflows

From the Admin: Edit Workflow screen, click on a trigger with the auto-delete function enabled. A trigger with the auto-delete function enabled will have Auto-Delete in red next to the trigger.

Enabled Trigger

From the Edit Trigger pop-up, click on the Edit icon under the Transition section.

Edit Icon

From the Transition section, select the Auto-Delete toggle switch to deactivate the auto-delete function.

Auto-Delete Toggle Switch

A Confirmation screen will appear, read through the warning and click the Yes button to deactivate the auto-delete function.

Confirmation Screen

When the auto-delete function is disabled, the Destination State field and Bypass Required Fields toggle switch will be enabled and the Continue working with object once transition is complete? radio buttons will reappear.

Enabled Fields

When the auto-delete function is disabled, the Auto-Delete tag will also be removed from the transition on the Admin: Edit Workflow screen.

Trigger