Archive Rule

[roomawakar]

Hi All,

I have a requirement to archive the user records with the below conditions. I am not able to create the archive rule neither on the task table nor on the catalog task table.

1 - User Type = Agent or Customer AND  does not have an incident/request associated.

2 - User Type = Agent or Customer AND has a closed incident/request but is greater than 2 years old.

Thanks,

Rooma

[SumanKumarM]

Hello Roomawaker,

Please try writing server side script on task or sc_task table. Also ensure there would be a performance impact due to running script on large table(s) such as Task.

 - Fetch the records from Task table based on assigned_to with required agent role and conditions you mentioned in your query.

Please mark helpful and correct, if it helps you in giving some pointers to kick start.

BR,

Suman. 

[roomawakar]

Hi Suman,

Do we need to write BR because there is no 'script' field in the archive form?

Thanks,

Rooma

[SumanthDosapati]

In Archive rules, you just have option to set field conditions only but not script based conditions.

You can try below approach:

1) Run a background script to get userid list of all users satisfying your above conditions.

2) Now in the Archive rule for sys_user table add the condition as userid 'is one of' the list you got in BG script.

Regards,

Sumanth

[roomawakar]

Hi Sumanth,

If we use Background script , it would be of one time. We have to use the rule on a timely basis to archive unwanted users.

Is there any other way, we can achieve this?

Thanks,

Rooma