The Record Holds allow you to prevent records from being operated on via Retention


Options


There are 5 Record Hold types in the system:


  1. Delete Hold - Prevents Record from being deleted by the Retention engine
  2. Purge Hold - Prevents Record from being purged by the Retention engine
  3. Route Hold - Prevents Record from being routed by the Retention engine
  4. Actions Hold - Prevents Record from having Action Sets run on it by the Retention engine
  5. All Hold - Prevents all action types from the Retention engine


  • Add Record Hold - Adds a hold of the specified type to the active Record


  • Remove Record Hold - Removes a hold of the specified type from the active Record



If you want to place multiple holds on the same record (i.e. Delete and Purge only) then you can run 2 of these actions back to back.