Navigation:  User Guide for PaperSave Application System > PaperSave Configuration > PaperSave Settings > Retention Policy > Retention Rules > Add Retention Policy Rule > Create a Rule based on a Formula

To create a Rule based on a Formula follow the steps below:

 

1. Select "Formula" under the Based On category in the Set Rule Basic Information tab and it will reveal the following section below:

 

 

2. Click Formula Builder button and a window will open as shown below:

 

Click on image to view magnify and shrink print screen.

 

3. Select the "Field" for which you want to add the Condition, select the Condition Operator from the Operator drop-down list, and then to enter a Operand value in the "Operand" field, click which will show you the following:

 

 

4. Click Search and select the value from the Value list and click Select to select into the Operand.

 

5. Select the And or OR option from the "And/Or" drop-down list if you want to add multiple conditions.

 

6. Click Add a Condition button to add another Condition.

 

7. Repeat steps 1 to 5 as per the required times and click the OK button then click Save to save and the following confirmation window will appear:

 

 

 

 

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