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Creating a Data Lifecycle Policy for a standard object
Answer ID 10538 |
Last Review Date 05/28/2024
How do I create a Data Lifecycle Policy for a standard object?
Environment:
Data Lifecycle Policy, Purging and Archiving incidents
Browser User Interface (BUI), Oracle B2C Service
Resolution:
This answer provides specific details for creating a policy for a standard object using a filter template within Data Lifecycle Policies in the Browser UI. For information regarding report based policies, please review Answer ID: 11920 Report Based Data Lifecycle Policies.
The standard objects are:
Incidents
Contacts
In order to enter an "If" condition in the new policy you have to start with a Filter Template. If none exist for the tile (object) you select, then you won't be able to create a policy for that object, unless that object has a custom object associated with it.
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 widely used for creating Data Lifecycle Policies:
- Interface, Status, Closed
- Status, Closed
You can see how these match up to the incidents table by looking at the data dictionary. All the indexes of the incidents table are available as filters for policy creation.
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, the standard indexes Contacts object are available to use while creating policies.
- Once you've selected a filter template, you'll see the template in the condition (IF) section.
- For each field, select an expression, for example, equals.
- For each field, select a value for the expression, for example, Solved.
- Edit or remove conditions as necessary. (See Rules for Creating Custom Data Lifecycle Policies for rules on creating policies.)
- 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. (See Rules for Creating Custom Data Lifecycle Policies for rules on creating policies.)
- "An error has occurred while saving the workgroup"
You have now created a new data lifecycle policy for a standard object.
Note: custom policies are not supported for the transaction object. Out of the box policies also known as canned policies are provided for Incident transactions and Contact transactions. Canned policies are meant to be enabled or disabled and no customizations are allowed.
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:
For an overview of the Data Lifecycle Management framework, see
To setup access to Data Lifecycle Management:
