Lifecycle Assignments

What this helps you do

Assign lifecycle policies to the documents or scopes they should manage.

Assignments tell lifecycle where a policy applies. Supported scopes include global, folder, category, document type, workflow template, and individual document targets.

Global applies as a broad default. Folder applies to documents in a folder. Category and document type apply by document fields. Workflow template applies to documents with a workflow instance for that template. Document scope applies to a single document and is useful for exceptions.

Active assignments can be removed or deactivated when permissions allow. A removed/inactive assignment stops being selected for future resolution, but existing document lifecycle state may need recalculation or shadow backfill.

Supported precedence is document, workflow template, folder, category, doc type, then global. If an assignment does not apply, check active status, effective dates, selected target, active policy version, document fields, workflow instance, and resolver trace.