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