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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