Retention Policies

Retention Policies allow you to configure how long data is stored within the OneBlink platform. Retention policies are global across all environments and workspaces within your account.

By default, retention policies are set to Do not store. To activate a retention policy, you must agree to store data as outlined in the OneBlink Data Storage Disclaimer.

TABLE OF CONTENTS

• Retention Policy Types
• Setting Up an Account Retention Policy
• Form Policies
• Getting Help

Retention Policy Types

There are four types of retention policies:

• Submission Data: Form data captured when a form is submitted.
• Workflow Attachment Links: Links used to download attachments included in email workflow events. The default retention period is 7 days.
• Draft Data: Form data stored when a draft is saved.
• Prefill Data: Prefill data used for approvals, jobs and custom pre-filled data.

Setting Up an Account Retention Policy

To configure an account-level retention policy, follow the steps below:

Step 1: Open the Environment Picker and click the Settings option.

Step 2: Find the retention policy you want to configure and click the Setup Policy button.

Step 3: Read the Data Storage Disclaimer, then select the checkbox confirming that you want to store data.

Step 4: Enter the number of days you want the data to be stored in the platform, then click Save.

To store the data permanently, select Forever.

Form Policies

Form policies allow you to manage data retention for individual forms. These policies enable OneBlink LcS to store data for specific forms.

Form policies override any account retention policies you have configured.

To add a form policy, follow the steps below:

Step 1: Click Add Retention Policy.

Step 2: Read the Data Storage Disclaimer, then choose the form you want to configure the retention policy for.

Step 3: Select the checkbox confirming that you want to store data.

Step 4: Enter the number of days you want the data to be stored in the platform, then click Save.

Getting Help

If you need any assistance with retention policies, please reach out through the Report Issue menu or email support@oneblink.io.