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Topic

    Kim Dante
    Data Lifecycle Management removing older contactsAnswered
    Topic posted October 8, 2019 by Kim DanteGold Medal: 3,500+ Points 
    23 Views, 1 Comment
    Title:
    Data Lifecycle Management removing older contacts
    Content:

    I'd like to remove all contacts created before a certain date that do not have any incident history.  Can I do this with Data Lifecycle Management?  I've read the documentation, KB articles, etc, but can't figure it out.  I'm stuck on select a filter template. The list is empty for contacts and I'm not sure where to create these.

    Best Comment

    Mary Gilbert

    You'll need to do some customization to make that work.  Out of the box DLM doesn't provide any options for filters on removing contact records.  The first thing you'll need to do is create a custom date object/field on the contacts table.  You can then use the data import wizard or a custom script to populate the value of the new field on all the contact records with the contacts.created date.  It seems like a waste to duplicate a date field value, but you have to populate and use a custom object for the purge filters for contacts.  There's no other way to filter on them.

    You would also need a 2nd custom object related to the contacts table using incident.id. 

    Once you have the 2 objects created, you will be able to see and use them in DLM to setup your policies and purge the contacts. 

    Unfortunately, it's not a terribly simple solution, but it can be done.

    --Mary

     

    Comment

     

    • Mary Gilbert

      You'll need to do some customization to make that work.  Out of the box DLM doesn't provide any options for filters on removing contact records.  The first thing you'll need to do is create a custom date object/field on the contacts table.  You can then use the data import wizard or a custom script to populate the value of the new field on all the contact records with the contacts.created date.  It seems like a waste to duplicate a date field value, but you have to populate and use a custom object for the purge filters for contacts.  There's no other way to filter on them.

      You would also need a 2nd custom object related to the contacts table using incident.id. 

      Once you have the 2 objects created, you will be able to see and use them in DLM to setup your policies and purge the contacts. 

      Unfortunately, it's not a terribly simple solution, but it can be done.

      --Mary