Delete Old Related Data Records

Scenario​

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.

Benefits​

Delete data records that you no longer need from a related data set

Procedure​

1. In the ​Automation​ area, create a new whiteboard

2. Drag a ​Time​ module and a ​Time-based job​ module onto the whiteboard.

3. Drag and drop between the   symbols to connect the modules as shown above.

4. 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.

5. Click ​Next​.

6. Define the desired time frame and notifications.

7. 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.