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Data retention settings let you control how long your Workflow run history is stored in Cassidy. This helps you manage data storage and comply with your organization’s data governance policies.
Data retention is an Enterprise-only feature. Contact our sales team to learn more about upgrading to Enterprise access.

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Set a retention policy

1

Open the Workflow editor

Navigate to the Workflow you want to configure and click Edit in the top-right corner.
Workflow detail page with Edit button highlighted
2

Access data retention settings

Click the … menu, then under Advanced, select Data Retention.
Workflow editor menu showing the Data Retention option under Advanced
3

Choose a retention type

Select from the available options:
  • Forever — run history is retained indefinitely, or until you manually delete it.
  • Custom — specify a retention period based on your needs.
4

Configure a custom period

If you selected Custom, enter the retention duration (e.g., 15) and select the unit from the dropdown: Hours, Days, Weeks, Months, or Years.
Custom data retention period configuration with duration field and unit dropdown
5

Save

Click Save to apply the retention settings. Cassidy will automatically delete run history older than the configured period.

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Manually delete run history

You can delete all existing run history for a Workflow at any time, regardless of the retention setting.
1

Open data retention settings

Follow the steps above to navigate to the Data Retention settings for your Workflow.
2

Delete run history

Click Delete Workflow Run History, then click Delete again to confirm.
Delete Workflow Run History confirmation dialog
Once data is deleted — whether by retention policy or manual deletion — it cannot be recovered. Make sure your settings align with your organization’s data governance requirements before configuring retention.

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Next steps

Share and deploy

Manage Workflow permissions, folders, and external deployment.

Enterprise security features

Learn about SSO, SAML, RBAC, and other enterprise controls.