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Setting Up an Escalation for Data Retention in Deskpro - Base de connaissances / Using Deskpro / Admin / Business Rules - Deskpro Support

Setting Up an Escalation for Data Retention in Deskpro

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Escalations in Deskpro are a useful tool for managing data retention. You can configure tickets to be archived or deleted after a specific period, helping you comply with data retention policies.


Step-by-Step Guide:

Navigate to Escalations:

Go to Admin > Business Rules > Escalations > + New

Select the Event:

  • Choose the event "The ticket has been resolved for..."

  • Set the duration (weeks or years) to determine how long the ticket will remain before being deleted.


Configure Criteria (Optional):

  • Criteria can be set to customize the escalation. For instance, you might choose to escalate tickets that have a certain label. In the example, you can see we’re selecting tickets that have the label 'Contains contact info.'

Define Actions:

  • Specify the action to be taken on the ticket: either archive or delete.

  • You can also define the reason for the action, such as "Data retention."









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