Automations – an overview

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In the Automations section, you can specify whether submissions are automatically deleted or anonymised after a defined period for the currently open form.

The overview provides a clear snapshot of all configured automations, including the type, the period after which submissions are processed, the status, creation date, and any optional comments. For each automation, you can use the Actions menu to activate, deactivate, execute immediately, view the history, or delete it.

For detailed guidance on creating and using such automations efficiently, see the articles Automatically delete submissions for individual forms and Automatically anonymise data in individual forms.

Automations that apply to all forms are configured in the Admin centre under Privacy. For more information, see Automatically delete and anonymise form data.

Overview of automations

All automations created for the form are displayed, whether active or deactivated.

The following information is available

Automation Indicates whether the automation deletes or anonymises submissions.
Older than Shows how long submissions are retained before the automation runs.
Status Shows whether the automation is currently active or inactive.
Created Shows the date the automation was created.
Comment Optional additional notes about the automation.

Actions for automations

Use the three-dot menu to manage each automation.

The following options are available

Activate Activates the automation.
Deactivate Pauses the automation without deleting it.
Execute immediately Here, you can run the automation once right away.
View history Shows all previous executions of the automation, e.g., when and how many submissions were deleted or anonymised.
Delete Permanently removes the automation.

Frequently asked questions

What happens to form-specific automations when privacy settings are already active in the Admin centre?
Both settings remain active. The automation with the shorter time period takes effect.

  1. Example 1: Privacy settings in the Admin centre delete after 1 year, form-specific automation after 6 months → Submissions will be deleted after 6 months.
  2. Example 2: Privacy settings in the Admin centre delete after 1 month, form-specific automation after 1 year → Submissions will be deleted after 1 month. The form-specific setting has no visible effect, as the data will have already been deleted.

Can I restore deleted submissions?

  1. No. Deleted data is permanently removed.

Can I restore anonymised data?

  1. No. Anonymised data is permanently removed or replaced with placeholders.

What happens if I don’t create an automation?

  1. Submissions remain stored unchanged.

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