Trigger processing is used to manually update the Retention Start Date and record status to jump-start a retention schedule. For example, a contract may remain in the active state until the Contract Execution trigger puts it into the Executed state, moving it on to the next step in the retention schedule.

Rules for Processing Triggers

• A trigger can be processed only for file parts and workspaces, and not for boxes.

• No search is required to find eligible file parts.

• File parts don't require a prerequisite status to be eligible for trigger processing.

• A trigger can be used to destroy file parts.

• A trigger can be processed at any time as it is based on an external action.

• A trigger must have a trigger date, a defined date property, such as the Retention Start Date, which is updated when processing occurs.

To process a trigger on an item:

1. In the Navigation pane, select the Records tab.

2. Search or browse for the file part.

3. Right-click the file part, and then select Process Triggers.
   The Trigger Processing dialog opens.

4. Choose if you want to process the trigger only on the selected items, or all items found in the search performed in step 2.

5. In the Selected Trigger field, select  and select one of the available triggers.

6. In the Effective Date field, select the date to set the trigger.

7. Select Process. The results display in the Results pane of the dialog.

8. Select Close.