Examples of using an agent to delete and archive documents

You can use an agent to delete and archive documents.

An agent that archives documents according to date modified

These selections create an agent that copies all documents modified more than 60 days ago from the active database to an archive database with the file name ARCHIVE.NSF. The agent deletes the archived documents from the active database after all the documents have been copied.

Table 1. Example - Agent 1

Setting

Selection

When should this agent run?

On Schedule Monthly

Which document(s) should it act on?

All documents in the database

Add Action: @Function formula

Search for documents created more than 60 days ago

What should this agent run?

Simple action: Copy to Database ARCHIVE.NSF

Simple action: Delete from Database

An agent that archives documents according to fieldstatus

These selections create an agent that weekly copies all documents with a Status field set to "Closed" from the active database to an archive database with the file name ARCHIVE.NSF. Then the agent deletes the archived documents from the active database.

Table 2. Example - agent 2

Setting

Selection

When should this agent run?

On Schedule Weekly

Which document(s) should it act on?

All documents in the database

Condition: by Field

Search for documents where field Status contains Closed

What should this agent do?

Add Action: Copy to Database ARCHIVE.NSF

Add Action: Delete from Database