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  1. Navigate to Automation Center and create a new Accounting Event Manager event. See Create and Edit an Accounting Event Manager Event
  2. In the Event tab, select Profile Group and then click Add to add a profile.
  3. Click on the grid and then click Refresh (to ensure the newly added profile will appear in the grid).
  4. Next, then click Find and look search for the Profile profile name you created. Select the profile.
  5. Click Next and choose a default Default Result Profile.
  6. Click Save.
  7. Continue defining an Accounting Event Manager event, you don’t need to select an entity or define disposition and distribution for the archive rule to work, continue to click on Next button in the Accounting Event Manager wizard until you see an option to Save & Schedule.
  8. Click on Save & Schedule and set it up to run continuously every 5 minutes.

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  1. To test the Processing Rule to see how many records will be archived, navigate to the Processing Rule screen, edit your processing rule and then click on Test.
  2. Or you can submit an event and check its report.