Page Comparison

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1. In Management -> Settings, click into Policy Settings
2. In Policy Settings, click Add a new policy
3. A new dialog to Add a new policy will pop-up
4. Choose Field Name:
5. Fill in the textbox with an integer and select the unit for days/months/years
6. Select an Action
7. Click Save after you’ve completed all the required fields
8. A success message should be displayed
9. After closing the dialog, the policy should now appear in the Policy Settings page

Using a custom metadata field in a Policy

To use a different field to action the Policy, it needs to be added to the Retention Policy form fields for the Record type in General Settings > Form Fields.

See Managing Form Fields