Question
Labb
GB
Last activity: 13 Feb 2026 10:34 EST
What is the right way to access Case Type Archival Configuration in 24'4 with Traditional UI?
We are in '24.2.3
I have followed the link below and validated that the When rule pyShowCaseSetting is returning true. Despite this, the Archival configuration section is not displayed in the Case Type rule.
If, instead, I perform a private edit of pyDefault in Pega-Case-Settings-ArchivalPolicy and set .pyShowInExpress to true, the configuration becomes visible in App Studio. However, this does not sound like the correct or recommended approach to enable that.
ref: https://docs.pega.com/bundle/platform-242/page/platform/system-administ…
Any thoughts on how to enable that functionality?
HCA Healthcare
US
@MartiGruart In 24.2.x, the supported place to manage a case type’s archival policy (for Traditional UI) is the Data-Retention-Policy instance, not a private edit of the case settings rules. That policy is what the platform actually uses to decide when resolved cases become eligible for archiving, even if App Studio does not show the Archival section. This also keeps you out of Pega base rules and avoids the unsupported pyShowInExpress workaround.
Labb
GB
@Sairohith Thank you for your response.
That is mentioned on the link below "To view Case archiving and data retention policies that are already defined for Case Types, open the Data-Retention-Policy class in the Application Explorer." ref: https://docs.pega.com/bundle/platform-242/page/platform/system-administ…
That allows us to se what is setup and cahnge it; my question is then, what is the right way to setup new Case Type Archival Configuration in 24'4 with Traditional UI?
I have attaced an screenshot, the Create button seems to be disabled on that class.
HCA Healthcare
US
@MartiGruart
To set up archiving you need to open the Case Type.
Go to the settings and click on Archival on that case type.
click the checkbox Enable archival and enter the number of days you need.
Save the case type changes.
Pega will automatically create the corresponding Data-Retention-Policy record for that case type, which you can then view in the list. You can go though this link which explains in details.
https://support.pega.com/discussion/archive-case-and-its-associated-art…
Labb
GB
@Sairohith that is clear, thank you. As I mentioned on my original post, the Archival configuration section is not displayed in the Case Type rule: Not in Designer Studio and not in App Studio.
If, instead, I perform a private edit of pyDefault in Pega-Case-Settings-ArchivalPolicy and set .pyShowInExpress to true, the configuration becomes visible in App Studio.
is that the way to do it? I do not think...