Summary

In order to minimize personal data storage in P4 database, we will enforce certain retention period rules and encourage admins to either export data or integrate with other systems (eg. Hubspot).

Requirements

• Enable Retention Policy option under Form Settings > Personal Data by default.
• Number of days to use a retention value: 90.

Resources

• Retention Policy document
• Check initial research outcome in the comments of PLANET-6739
• Check gform_form_update_meta hook that was suggested by GF support (see below).

Code example

add_filter( 'gform_form_update_meta', function( $meta, $form_id, $meta_name ) {

    GFCommon::log_debug( current_filter() . ': filtering personal data settings.' );          

    $meta['personalData']['retention']['retain_entries_days'] = 90;

    return $meta;

}, 10, 3 );