Enterprise Data Manager Guide

6.5 HotFix 1
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Partial Recurrence Activities

In Salesforce, you can create normal activities or recurring activities (both event and task). When you select records to archive, if the particular criteria selects only part of the recurring activities, then those activities are not archived.

For example, a recurrence activity was created on 30-Dec-2015 to recur 30-Dec-2015 to 1-Jan-2016. The activity has four records, where one record is the parent record and three are child records, as shown in the table below.

ID	Recurrence ID	Subject	Start Date	End Date	Recurrence End Date Only
XXXXXXX1	XXXXXXX1	Recurrence Test	30-Dec-2015	30-Dec-2015	01-Jan-2016
XXXXXXX2	XXXXXXX1	Recurrence Test	30-Dec-2015	30-Dec-2015
XXXXXXX3	XXXXXXX1	Recurrence Test	31-Dec-2015	31-Dec-2015
XXXXXXX4	XXXXXXX1	Recurrence Test	01-Jan-2016	01-Jan-2016

If you want to archive all of the 2015 data and give the "End Date" parameter in the Event entity of the archive job definition as 31-Dec-2015, then the first three records in the table are filtered. Data Archive will not archive these records, however, because the particular date selected partial records, or a partial selection of the transaction. These records are eliminated by the business rule, so none of the records will be archived or purged with the particular end date criteria.

To further understand how partial recurrence activities are archived, see the following example of an archive project that contains both the Task and Event entities.

The Task entity parameters are configured with the values in the following table:

Task Parameter	Value
CreatedDate*	31-Dec-2015
DueDate	null
LastModifiedDate	null
Created By	null
Status	Completed

The Event entity parameters are configured with the values in the following table:

Event Parameter	Value
EndDate*	31-Dec-2015
StartDate	null
CreatedDate	null
LastModifiedDate	null
Created By	null

Given these start and end dates in the entity parameters, see the table below for a description of how Data Archive would archive different types of records in different scenarios.

Activity	Description	StartDateTime/ActivityDate	EndDateTime	RecurrenceEnd DateOnly	No. of Records in Transaction	Filtered Records	Ready for Archive/Purge
Past normal record	Normal activity that is older than the particular date 31-Dec-2015	8-Sep-14	8-Sep-14	-	1	1	Yes
Today normal record	Normal activity that is happening on the particular date 31-Dec-2015	31-Dec-15	31-Dec-15	-	1	1	Yes
Future normal record	Normal activity in the future with the particular date 31-Dec-2015	5-Jan-16	5-Jan-16	-	1	0	No
Normal Event record which starts today and ends tomorrow (one normal event can span for 14 days)	Normal activity happening on the particular date 31-Dec-2015, but ending on a future date	31-Dec-15	1-Jan-16	-	1	0	No
Past recurrence parent record	Recurrence activity older than the particular date 31-Dec-2015	8-Sep-14	8-Sep-14	10-Sep-14	4	4	Yes
Future recurrence parent record	Recurrence activity in the future with the particular date 31-Dec-2015	8-Feb-16	8-Feb-16	10-Feb-16	4	0	No
Recurrence parent record that ends in future	Recurrence activity ending in the future with the particular date 31-Dec-2015	30-Dec-15	30-Dec-15	1-Jan-16	4	3	No
Recurrence parent record that ends today	Recurrence activity ending on the particular date 31-Dec-2015	29-Dec-15	29-Dec-15	31-Dec-15	4	4	Yes
Edited recurrence parent record (After creating, one of the child dates has been moved to a future date, for example 05-Jan-2016)	Edited recurrence activity which ends in future with the particular date 31-Dec-2015	27-Dec-15	27-Dec-15	29-Dec-15	4	3	No

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Enterprise Data Manager Guide

Enterprise Data Manager Guide

Partial Recurrence Activities

Partial Recurrence Activities