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Episerver CMS Blog

Forms Retention Policy

Thursday, March 25, 2021
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To ensure your forms have the proper retention settings, please follow the steps below for each of your forms: 
  1. Review your form's retention policy:
    This allows you to set how long you wish to retain your form data.
    • Edit your form
    • In properties view, navigate to the Retention Tab as shown below
    • Update the 2 settings as desired
      • If you are unsure if your form is set to partial or finalized, you will set to "Finalize" in step 2
      • If you do not need to keep your data, please select Default 30 days on both settings, 
        • or assign a custom number of days before deleting the form data
      • If you wish to permanently retain your data, please select "Forever" on both settings
        • NOTE: currently there is a bug when setting the Default(forever). If you want to keep you data permanently on your Finalized forms, please change the value to Forever (not the default setting)

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  1. Review your submission setting and set to Finalized
    • while still editing your form in properties view, navigate to the Content tab
    • scroll down to the Forms Elements section
    • edit the Submit button form element
      image4d62.png
    • go to the Settings tab
    • add a checkbox in the Finalize Form property if it is currently unselected
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Read more about form retention policies:
https://webhelp.episerver.com/19-2/addons/episerver-forms/managing-form-submissions.htm#Settingaretentionpolicy

To read more about editing your forms and managing your form submissions: 
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