Symptom
How can I purge documents from MDF attachment fields?
Environment
SAP SuccessFactors HCM Suite
Resolution
Auto Data Purge - Auto Data Purge | SAP Help Portal
- 'Auto Data Purge' > 'Attachment' purges attachments uploaded outside the retention period set.
- For MDF attachments, Auto Data Purge requires the relevant object be associated with an attachment field configuration record, with the module field populated as 'GENERIC_OBJECT' - refer to Impacts of Auto Data Purge | SAP Help Portal. See Configuring Attachment Fields for Document Categories |SAP Help Portal for steps to configure this object.
- Note that objects containing sensitive personal data should be marked as such - refer to Legislatively Sensitive Personal Data Configuration | SAP Help Portal and Defining a Custom Object as Containing Sensitive Personal Data for a Given Module | SAP Help Portal.
- Additionally, this configuration is only applied to documents uploaded after this configuration is completed, so if you wish to purge existing documents you will need to use a different method.
DRTM Purge
- 'DRTM Onboarding Purge' can be used to purge Onboarding MDF attachments with a specified retention period for attachments.
- Standard MDF objects and associated attachments can be purged with a specified retention period for MDF objects using the relevant DRTM purge request type - refer to DRTM Purge Request Types | SAP Help Portal for data included in each DRTM purge request type.
- The following DRTM purge request types can be used to purge custom MDF objects and associated attachments within certain functional areas, with a specified retention period for MDF objects:
Purge Request Type |
Module Name | Functional Area |
---|---|---|
DRTM Continuous Performance Purge |
Continuous Performance Management |
Continuous Performance |
DRTM Continuous Performance Purge |
Continuous Performance Management |
Continuous Feedback |
DRTM Reward and Recognition |
Reward and Recognition |
Spot Awards |
DRTM Reward and Recognition |
Reward and Recognition |
Milestone Awards |
DRTM Employment Information |
Employee Central |
Employment Information |
DRTM Time Management |
Employee Central |
Time Management |
DRTM Benefits Management |
Employee Central |
Global Benefits |
DRTM Mentoring Program |
Career Development Planning |
Mentoring |
Refer to Strategies for Purging Attachments | SAP Help Guide , Modules That Support DRTM Purge of MDF Custom Objects | SAP Help Guide .
Legacy Purge
- For MDF objects not included above (non-DRTM), 'Purge MDF attachments' legacy purge request type can be used to purge one or more MDF attachment fields on individual MDF objects.
- With this purge request type, attachments included can be filtered by size or date.
- Refer to Purging MDF Data (Non-DRTM) | SAP Help Guide for guidance.
Individual attachments can also be deleted manually from the location in which they were uploaded - refer to 2518360 - Document Management Service and the Manage Documents tool - SAP SuccessFactors FAQ #7.
See Also
Keywords
purge, delete, mdf, attachment, document, custom, standard, data retention management, drtm, legacy, auto data , KBA , LOD-SF-MDF-PUR , Purge MDF Data , How To