Creating a policy through the rule builder

You can now use a rule builder to create retention policies without the use of the XQuery language.

  1. Select the Use Query builder option.
  2. Add these fields:
    Document type
    The document type for which you want to create a policy.
    Attribute or property
    The criteria to determine whether the policy runs.
    An operation for comparing values.
    The value to which to compare the document metadata.
    How you want the corresponding documents to behave when the policy runs.
  3. If you create a policy through the query builder, you can view the XQuery expression if you click Enter Query Manually.
    Note: If you change the query in the manual box, you cannot go back to the query builder. It would be required to create a new policy to return to the query builder.