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  1. Nuxeo Platform
  2. NXP-27604

Record management - Configure the retention applications settings in a retention policy

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    Details

    • Type: User story
    • Status: Open
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BlobManager, Retention

      Description

      User story

      As a record manager, I want to configure how to apply my retention policy, meaning how to link my retention policy to the involved documents.

       

      Description

      The retention policy application allows to define how to link a retention policy to the documents, among the following options:

      • "Manual"
        • The users have to manually link the retention policy to a document or a list of documents (cf. https://jira.nuxeo.com/browse/NXP-27382)
        • The retention policy application can be allowed only to the documents matching with the predefined criteria among:
          • 1 or several document type(s)
          • and/or advanced criteria to be added by using expression language
      • "Automatic"
        • the retention policy is automatically linked to the documents matching with the predefined criteria among:
          • 1 or several document type(s)
          • and/or advanced criteria to be added by using expression language
        • In case of a document matching with several automatic retention policies, the following priorities will define which retention policy to apply to the document:
          1. a retention policy with event-based retention is prior to a retention policy with fixed-time retention
          2. a retention policy with a longer retention period is prior to a retention policy with a shorter retention prior
          3. an older retention policy is prior to a newer retention policy

       

      User experience

      • Retention policy application section

       

      • Retention policy application section when I select "Manual"

       

      • Retention policy application section when I select "Automatic"

       

       

      Acceptance criteria

      • When I configure a retention policy with a manual application for only the document type "contract", I can apply my retention policy only to the documents with the document type "contract",
      • When I configure a retention policy with automatic application for the document type "contract", The retention policy is automatically applied when I create a document with the document type "contract",
      • When I configure a retention policy with automatic application for the document type "contract" and the metadata "total" to be up to 10000,  The retention policy is automatically applied when I create a document with the document type "contract" and the metadata "total" equal to "20000"

       

       

       

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              • Assignee:
                jaubenque Julien Aubenque
                Reporter:
                jaubenque Julien Aubenque
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                Dates

                • Created:
                  Updated:

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