ReferenceApp Setup › Lifecycle Rules · Updated 1 Oct 2026

Lifecycle Rule Conditions and Actions

This page lists what a lifecycle rule can check and what it can do. Use it when building or adjusting a rule. For the steps, see How to Create Lifecycle Rules.

Conditions

A rule checks one or more conditions, combined with ALL (AND) or ANY (OR).

  • Lifecycle state, Days in current lifecycle state
  • Has expiry date, Is expired, Days until expiry, Days since expiry
  • Days since created
  • Rights expired: the asset's copyright or usage rights have passed their end date.
  • Visibility level, Metadata profile, Metadata value
  • In folder, Uploaded by, Owner

Lifecycle States

Conditions and actions that use the lifecycle state work with these states: Processing, Creation, Review, Embargo, Active, Expiration and Archive. See About Lifecycle States.

Actions

  • Move to Active, Move to Review, Move to Expiration, Move to Archive: change the asset's lifecycle state.
  • Flag for review
  • Lock asset, Unlock asset: block or allow downloading, sharing and use.
  • Move to folder
  • Assign metadata, Assign metadata profile, Set visibility level
  • Stop processing further rules

Some actions need extra details under Action settings, for example the metafield for Assign metadata.

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