Automatic Deletion User Guide

Creating a Time-Based Workflow
- Users must first create a 'time-based' workflow.
Prerequisite: Adding a Download Task
- Users must upload a CSV file containing the data to be deleted.
- There are three available options for uploading the file:
  - FTP Configuration
  - Database (DB) Download
  - Pisano File Upload Service

The CSV file is deleted from storage 7 days after being processed.

Adding an Anonymization Task
- First, select the source download task created in the previous step.
- Anonymization Field: The column name in the CSV file that contains the unique ID used for deletion.
- Mapped Schema Field: The corresponding field in Pisano that matches the anonymization field.
- Schema Fields to be Anonymized: Contact info fields are automatically deleted. Additionally, users can select custom schema fields that need deletion.
- Question Types: If users want to delete feedback responses, they should select the relevant question type or all types accordingly.
- Customer List for Anonymized Records
  - A customer list is created for the deleted records.
  - Users can check how many records have been deleted from this list.
  - The list is not downloadable.

This document outlines the steps users need to follow to delete their customers' data. This function can be used to match GDPR rules.