This article will show you how to configure the Submission Data Retention Policy. Submission Data is collected when someone completes a form.
The Retention Policy can be set to "Do not store" (default), it can be stored forever, or it can be stored for any number of days. In order to activate a Retention Policy, you must agree to store data as per the Data Storage Disclaimer.
Submission Data Retention Policies can also be set for individual forms. This allows you to have a global retention policy of 365 days, but a specific form can have a retention policy of "Do not Store". Any Retention Policy duration can be set on a form as long as it is less than the Global Retention Policy duration. Meaning if the Global Retention Policy is set to 7 days, the form Retention Policy cannot be set to more than 7 days.
Important Notes
You will not be able to download submission data from the Submission History screens until you set up a retention policy.
Files from form submissions cannot be recovered if outside the Retention Policy timeframe.
Instructions
Select the Workspace menu and click Settings
Select Account
Select Edit Policy on the Submission Data card
Check Yes, store submission data to store submission data in accordance with our Data Storage Disclaimer
To change the submission data retention policy, select Custom
Specify the number of Days the submission data should be stored or select Forever to have it stored indefinitely
Click Save
To set a Data Retention Policy for a specific form, select + Add Retention Policy in the Form Policies section
Select a Form from the dropdown
Choose to store submission data based on the Data Storage Disclaimer and set the number of days the submission data should be stored for the form
Note:
The Retention Policy for the form can not exceed the number of days set in the global Submission Data policy above.
Click Save
