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Question

Do NOT want Forms to store submitted data

Forms
Updated May 27, 2020
asked on May 26, 2020

We are creating a form that will capture personal and financial information. The information will be passed through by email and therefore we would like to NOT store a copy of the submitted data in the Forms database. 

Is there a way to have an LF Form just pass the data through, but not store a copy in the Forms Database ?

 

We are aware of the delete instances function, but I believe this will delete all instances from all processes. All other processes we would like to keep the data.

 

thanks

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Answer

SELECTED ANSWER
replied on May 26, 2020 • Show version history

Once the form is submitted with that data, the data is going to be stored in the database. What you can do is use the Data Maintenance feature to automatically delete the instance entirely or just the data from the instance after a set period of time (1 day). That way, after a day, the PII data will be gone but the instance statistics (who submitted the form, when it was submitted, how long it took) will remain without the data. 

The data maintenance can be set at the process level. Go into process options for the specific process and configure it to something short there, overriding the global setting. 

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replied on May 27, 2020

Thanks so much, I didn't think to look in there.

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replied on May 27, 2020

Also, please remember that sending PII in an email is still stored in any email sent folder, so just because it's completely out of Forms, doesn't mean it's gone. 

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