How do I create a Data Lifecycle Policy for a standard object?
Data Lifecycle Policy, Purging and Archiving incidents
Browser User Interface (BUI), Oracle Service Cloud (OSvC)
Let's start off by looking at the Incident object just as an example, as this one has a couple default filter templates. The following standard indexes on Incident object are available to use while creating Data Lifecycle Policies:
- Interface, Status, Closed
- Status, Closed
Now, back to BUI (Browser UI), start off by creating an Incident Data Lifecycle Policy, just so I can show you how these two filter templates will appear.
- From the Data Lifecycle Policy screen, click Incidents tile.
- You'll see the default Incident policies listed there and any you may have created in the past. Click Add New
- Name the policy (required).
- Select a filter template link and then type "Interface" or "Status" in the search field and hit enter. You can also search by the first letter, i.e. "i" for "interface". If you have created a custom object (attribute) under the Incident object (with Object Designer) then you may have other indexes you can search on. If so, then you can search on the description of the index for that object
- If you are using the Contacts object, either a standard filter template or a Contact custom object needs to exist. Currently, there are no existing standard Contact indexes, thus you would need a Contact custom object and then a filter would exist for the index used on that Contact custom object. To determine whether Contact has a custom object associated with it, look under Object Designer -> OracleServiceCoud -> Contact -> Fields.
- If you are using the Transactions object, you'll have the option to either choose Incident Transactions or Contact Transactions. There are default policies listed under each one.
- Once you've selected a filter template, you'll see the template in the condition (IF) section.
- Click THEN (or the arrow next to it) to expand the action section.
- Select an action from the drop-down menu.
- You can search for actions if there are many choices.
- Click the Enabled check box to enable the policy. A warning appears: "Enabling this policy will result in deletion of data from the database. Please ensure the policy is set up correctly."
- When ready to save the new policy, click Save. The new policy is then validated.
- If you receive the following error message, click OK and then revise the policy.
- "An error has occurred while saving the workgroup"
If you would like to create a policy for a custom (non-standard) object, view the following link for the steps provided in the user guide: