We have requirements to build out document retention policy management features:
* Define purge policy definitions to define business epxression for when documents should be purged (e.g., delete after X years and other business conditions met)
* Create purge records to capture list of documents which will be deleted in upcoming purge cycles to allow users to define hold/exceptions which should not get purged)
Has anyone built these type features in Appian and what implementation approaches were taken?Regards,
Bob
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We built a scheduled process that fetches some metadata from the database to manage the documents including approvals. Whenever a document is added to the system, a business logic defines the retention period stored in the document meta data.
Also you can build a record based of the period stored into meta data and provide a related action to update the date if they don't want to remove the document or would like to extend the date