> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure data retention

> Control how long Workflow run history is stored to meet your organization's data governance requirements.

Data retention settings let you control how long your [Workflow](/workflows/overview) run history is stored in Cassidy. This helps you manage data storage and comply with your organization's data governance policies.

<Info>Data retention is an **Enterprise-only** feature. [Contact our sales team](https://www.cassidyai.com/demo) to learn more about upgrading to Enterprise access.</Info>

## Set a retention policy

<Steps>
  <Step title="Open the Workflow editor">
    Navigate to the Workflow you want to configure and click **Edit** in the top-right corner.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/data-retention-edit-button.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=ad08b68e0d9de03e5b21bfab5dcf3439" alt="Workflow detail page with Edit button highlighted" width="2314" height="138" data-path="images/workflows/data-retention-edit-button.png" />
    </Frame>
  </Step>

  <Step title="Access data retention settings">
    Click the **...** menu, then under **Advanced**, select **Data Retention**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/data-retention-menu.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=3cca4b3d58af9731ead40f9e3f19e3ea" alt="Workflow editor menu showing the Data Retention option under Advanced" width="2294" height="596" data-path="images/workflows/data-retention-menu.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/data-retention-custom-period.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=92b37a6133ae01b07b2a8244e5a72d18" alt="Custom data retention period configuration with duration field and unit dropdown" width="1248" height="944" data-path="images/workflows/data-retention-custom-period.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save** to apply the retention settings. Cassidy will automatically delete run history older than the configured period.
  </Step>
</Steps>

## Manually delete run history

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

<Steps>
  <Step title="Open data retention settings">
    Follow the steps above to navigate to the **Data Retention** settings for your Workflow.
  </Step>

  <Step title="Delete run history">
    Click **Delete Workflow Run History**, then click **Delete** again to confirm.

    <Frame>
      <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/workflows/data-retention-delete-history.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=8e8becd3c01f81993ab7ac5ae93f5491" alt="Delete Workflow Run History confirmation dialog" width="1266" height="460" data-path="images/workflows/data-retention-delete-history.png" />
    </Frame>
  </Step>
</Steps>

<Warning>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.</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Share and deploy" icon="share-nodes" href="/workflows/sharing-and-deployment">
    Manage Workflow permissions, folders, and external deployment.
  </Card>

  <Card title="Enterprise security features" icon="shield-check" href="/security/enterprise-readiness">
    Learn about SSO, SAML, RBAC, and other enterprise controls.
  </Card>
</CardGroup>
