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  1. Nuxeo Platform
  2. NXP-27602

Record management - Configure the post retention actions in a retention policy

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      Description

      User story

      As a record manager, I want to configure one or several actions to be automatically executed once the retention period has expired for my document, so that I can avoid manual actions as deletion once the expiration date is reached. 

      Description

      The post retention actions section allows to add 1 or several actions to be automatically triggered once the expiration date is reached.

      • The available actions are filtered among the automation chains and automation scripts.
      • By default, only the "Delete" action is available.
      • Several actions can be added by configuration on Studio

       

       

      User experience

      • Post retention action section:

       

       

      Implementation

      The list of available list is available by using a vocabulary and automation chains/scripts.

      To add a new action, the implementer have to add an automation chain or script and an entry in the vocabulary

       

      Acceptance criteria

      • For a retention policy with "Delete" as a post action retention, the document is automatically deleted at expiration time
      • For a retention policy with a custom action "notify" and "archive", both of the related automation chains/scripts are processed at expiration time

       

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              • Assignee:
                jaubenque Julien Aubenque
                Reporter:
                jaubenque Julien Aubenque
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                  Updated:
                  Resolved:

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