Enhanced retention options for records

Records and dashboards |

You now have granular control over how long records are kept and what happens when a record type reaches capacity.

When configuring a record type, you can now define retention limits and an eviction policy.

Retention limits 

  • Custom record limit: Cap the number of records for a specific record type to help optimize your tenant-wide usage of records.

  • Record retention: This is an existing setting that now considers what the "Record age is based on".

  • Record age is based on: Choose whether a record's age is based on when it was created or last updated.

Eviction policy 

  • When record limit is reached: Choose what should happen when the record type reaches its record limit

    • Send warnings when you've reached 80% of the limit then stop creating new records when 100% of the limit is reached.

    • Evict oldest records based on how record age is configured.

Learn more about the retention options in the records documentation.

Nico Waissbluth

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