Automatically delete related data records after a certain period of time. The records are deleted permanently. The data cannot be restored.
A time-based automation automatically deletes related data records that are 1 year old. The automation runs once per week.
- In the Automation area, create a new whiteboard
- Drag a Time module and a Time-based job module onto the whiteboard.
- Drag and drop between the symbols to connect the modules as shown above.
Define the module settings as follows:
Time Module | Field | Entry |
---|
| Name | Enter a name for the module. |
Date | Recurring Date |
Time | Here you define the schedule you need. |
Period | Week(s) |
Value | 1 |
Time-based Job Module | Field | Entry |
---|
| Name | Enter a name for the module. |
Job | Related Data: Delete Records |
| Related Data Set | This drop-down list defines the related data set. |
Delete After (Days) | This input field defines the number of days after which related data is deleted. This field only accepts numerical values between 1 and 365. |
- Click Next.
⇒ The Whiteboard wizard opens to step two. - Define the desired time frame and notifications.
- Click Activate to immediately activate the whiteboard. Only active whiteboards are executed by the system.
⇒ The whiteboard is saved and activated. The automation has the status Running if the start date is immediate and Scheduled if the start date is in the future.