Workflows
      Back to home
      1. Knowledge Base
      2. Workflows

      Automatic Deletion User Guide

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

      Steps

      • 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.

           

          image-20250305-183457 
           

        • 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.

             
             
      image-20250305-183700