Data Retention & Data Purge Customization


Manage sensitive form data responsibly with FormAssembly’s retention and purge tools. Automatically delete submissions based on your internal policies or regulatory requirements – no manual work required.



Retention Isn’t Optional When Compliance Is On the Line

Key Benefits

From HIPAA to GDPR, today’s data privacy laws require more than secure storage – they require smart deletion practices. FormAssembly helps you keep only the data you need, for only as long as you need it.

Healthcare

Retain PHI for HIPAA timelines, then auto-delete securely.

Nonprofits

Set purge schedules aligned with campaign cycles or donor engagement windows.

Higher Education

Purge student records post-application cycle to meet FERPA guidelines.

Enterprise

Align with GDPR, CCPA, and internal retention policies across departments.

Financial Services

Keep audit records while removing expired customer or transaction data.

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Check out FormAssembly’s other features

From approval workflows to document generation, we’ve got you covered.

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Automated, Flexible Retention Settings

Policy-Driven Controls with Built-In Automation

FormAssembly makes it easy to configure, manage, and enforce retention policies at scale – no dev work required.

Granular Control

Set timelines by form, workflow, or response level.

Custom Schedules

Choose 30 days, 6 months, 7 years – whatever fits your needs.

Automated Purging

Submission data is securely deleted at the end of each retention period.

Optional Alerts

Receive notifications before or after purges for added control.

Audit-Ready Logs

Track activity to support compliance and governance reviews.

End-to-End Coverage

Apply retention policies to live forms, archived data, or specific workflows.

Why Choose FormAssembly?


Unlike generic form tools, FormAssembly is built with data governance in mind, from collection through deletion.

  • No-Code Configuration: Set policies with clicks, not code.
  • Compliance by Design: Supports HIPAA, GDPR, FERPA, SOC 2, CCPA, and more.
  • Integrated Platform: Retention works alongside encryption, audit logs, and access control.
  • Scalable Across Teams: Perfect for departments managing different data types or risk profiles.
  • Backed by Security: Encryption, access controls, and role-based permissions included.
  • Ongoing Flexibility: Adjust or pause policies without disrupting other workflows.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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