Retention Policy Editor Object Types

Record Data

Source Type Description
Activity/Interaction All interaction data for a selected interaction code, including date, user, private comments, and public comments.
Address All Address data from selected records.
Application Delete application records, including all application data, all application-scoped fields, all application-scoped form registrations (including all reader forms), and all activities.
Application Reference All data for a selected application reference type.
Course All course data from selected records.
Dataset Record Delete dataset records, including all record data, fields, form registrations, materials, and interactions.
Decision All decisions and related data from selected application records.
Device All device data from selected records.
Entity Delete entity records, including all record data and all fields.  Only displays when Entities are configured in Slate.
Field All field data for a selected field.
Field Version History All version history data for a selected field.
Form Response  All form responses for a selected form, including all form field data. If form fields are mapped to system fields, this Source Type will not delete the data stored in those system fields. To delete this data, an additional Retention Policy item will need to be added for each system field using the Field object type.
Giving - Gifts All Gift data from selected records.
Giving - Honoring All Gift Related data from selected records.
Giving - Opportunity All Gift Opportunity data from selected records.
Giving - Opportunity Log All Gift Opportunity Notes data from selected records.
Interest All interest data from selected person records.
Job All job data from selected person records.
Material  All custom materials of a selected type (person-scoped and application-scoped). This object type allows for the deletion of a material or the redaction of the material while retaining a record of the receipt of the material.
Ping All Ping data from selected records.
Record When the Base of Person is selected, delete person records, including all person data, all fields, all form registrations, all folio materials, and all interactions. This object type will delete the entire person record and all associated data. Only person records that do not contain application data will be considered for deletion. To delete the person record for applicants, the Retention Policy must first be executed using the Application object type for the desired records.
Relation All relation data from selected records.
School All school data from selected records.
School Report All school report data from selected records.
Source Records All source record data from selected records.
Status History All status history data from selected records.
Tag All tag data from selected records.
Task All task data from selected records.
Task Log All task log data from selected records.
Test Score All test data for a selected test type, including all scores and dates.
Sport  All Sport data for a selected sport including sport-scoped fields, Sport Notes, and Sport Rating.

Database Objects

Source Type Description
Activities/Interactions Delete Activities and Interactions from the database.
Fields Delete Fields from the database.
Materials Delete Material types from the database.
Populations Delete Populations from the database.
Prompts Delete Prompts from the database.
Sources All sources and source data for a selected source format. If a source imports data into system fields, this Source Type will not delete the data stored in those system fields. To delete this data, an additional Retention Policy item will need to be added for each system field using the Field Source Type.
Tests Delete Test types from the database.
Translations Delete Translation Codes from the database.
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