Creating Retention Policies
The Retention Policy object contains the policy details. The policy specifications are contained in an XML format and maintained using a Visualforce page. The policy header information is maintained using a standard Salesforce page. For details on the Retention Policy XML schema, refer to Retention Policy Schema.
A Retention Policy contains several fields (see table), which store information about the policy specifications to support agreements and business objects.
|
Field Name |
Description |
Values/Notes |
|---|---|---|
|
Policy Name |
Policy name |
Required – user entered |
|
Description |
Description of the policy |
Optional |
|
Business Object |
Indicates the business object governed by the policy |
Required – Apttus__APTS_Agreement__c |
|
Policy Spec |
The policy specification |
Maintained by a VF page |
|
Sequence |
The policy sequence |
Required |
|
Active |
Indicates whether the policy is active |
Inactive policies are ignored. This is selected by default |
The policy specification is maintained using a Visualforce page. The policy header fields such as Name, Description, Sequence, Active indicator and so on, can be maintained using a standard Salesforce page.
