Posted: 27 Jun 2016 14:21 EDT Last activity: 11 Aug 2016 6:21 EDT
Purge and Archival- How to include more filter options ?
OOTB Purge / Archival wizard provides filter options like age of WO and class type it belongs to. Is there a way to include more filter options. Say I want to purge WO which belongs to specific business type ?
What I was trying to ask is , business type is used to categorize WO's say we have 2 business types as personal insurance and commercial insurance . Is it possible to use them in the archive wizard as filter? if I want to purge and archive WO's which belong to personal insurance only? how to achieve this requirement
As harish mentioned OOTB utility filters WOs based on pyResolvedTimeStamp and pyStatusWork properties. OOTB utility uses a listview filter to filter records, PFB screenshot.
Since a new agent performs purge and archive, Even if you private edit this rule and add your property to filter criteria, it will not work as this agent doesn't pick private edited rule. You have to do "Save As" on this rule and save it to your work class. This may work.