Retention, to ensure that work-in-progress content is not kept for an unnecessarily long time.

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20 views

Specify a Send To destination for a LIST?

I am using SP2013 on-premise standard edition. On one of site collection we have several lists contains the announcement from different departments. We need to setup retention policy on these lists so ...
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0answers
7 views

How to set retention policy stage to be triggered 30 days BEFORE expire date?

We are using SP2013 on-premise standard. On a site collection, we need to setup retention policy for particular content type. The content type has a field "Expire date". An email notification should ...
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8 views

How to build a workflow associate with retention policy?

I am using SP2013 on-premise. However I want to stick with SP2010 workflow engine. After some research, I found there was an OOB "Decomposition approval" workflow in SP2007 but no longer available. ...
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1answer
13 views

There are document retention policies, but are there any “Document Library” retention policies?

I have a farm that has over a thousand empty lists and libraries. I have found information on document retention policies that apply to specific documents, so that documents will be filtered ...
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3answers
24 views

Move items from a custom list to another list after a specific retention

I want to move items from a custom list with content type "item" to another list after a specific period (retention expiration). But the transfer to another location involving drop off library ...
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1answer
33 views

Retention on workflow history list not working

I have a workflow history list that is large so I have gone into information Management policies and set a LIST based retention schedule with a stage that deletes items that are 1 day greater than the ...
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0answers
6 views

sharepoint workflow daily reminder using information management policy

I don't want to break anything in my company's production SharePoint environment and I do not have access to a test one so I can't try this out to see if it'll work. I've never used information ...
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0answers
10 views

SharePoint Workflow Id Changing

Ok. I don't know why this is happening but whenever I Create a new site collection Create a content type inside that site collection Associate a custom workflow with that content type It changes ...
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0answers
19 views

SharePoint Retention Policy not noticed on content type

I have a Content Type Hierarchy. Document --> A --> B --> C --> D I associate a workflow to B content type and also to the children. I add a retention policy to the C content type to call the ...
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0answers
26 views

My Custom Expiration policy not working

I have a custom expiration policy built on my sharepoint 2013 environment. When i try to debug my code with VS, and add an item in my document library, i am able to get a hit on my code in debugging ...
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26 views

Issue in creating a Custom Expiration Policy

I am writing a custom expiration policy on document library and followed the approach given in this link and activated the library and list retention feature. The 2 timer jobs, responsible ran ...
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22 views

Moving SharePoint folders to a records center

I have been tasked to work on a way to archive a library of folders. The library only has sharepoint folders and, inside each folder, there are some documents. I thought a good way to archive this ...
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1answer
74 views

Sharepoint Online Policies

I'm trying to wrap my head around the Site Policies and the Site Closure and Deletion in SharePoint Online for non-Self Service created sites. It seems like it is nice in theory but looks like it is ...
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1answer
77 views

Retention policy on mysite - move / delete after AD user no longer exist

I'm new to setting up retention policy on site (mysite). Is there a easy way to move the entire users mysite when the user are removed / deactived from AD? What's the best way of doing this? If yes, ...
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34 views

Document Retention Stages: Move after Move and Leave Link

I have a retention policy setup as 2 stages for a document library. Move and Leave Link for Created +1 Years - Moves it to my records center Move for Created +2 Years The first stage runs without ...
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0answers
28 views

Archived document links not updated after content organizer runs

I have a retention stage that sends my documents to a record center drop off library. I am using "Move and Leave Link" as the method of retention. This works fine, and the documents are moved to the ...
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1answer
267 views

Retention Policy on Sharepoint 2010 as “Move to another Place”

I have to apply Retention Policy to all Documents and list contents. The condition for the policy is that documents and list data older than 3 years move to another location. This location should be ...
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1answer
35 views

Is there a way to log/record deleted documents when the retention period has come to an end?

My client wants documents to be deleted after the retention period has come to an end, but would like to record/log what gets deleted for auditing purposes. Is there any way we can do this OOTB? Any ...
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0answers
138 views

transfer to another location retention not working sharepoint 2013

I have a configured a retention policy on a document library, the document should be moved to another location (Drop Off library) after certain amount of time. This doesn't seem to be working. Please ...
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0answers
95 views

Is it possible to dynamically hide specific custom retention actions in the dropdown menu?

I'm dynamically creating custom retention actions for information management policies. My problem is that in the retention action dropdown menu, I would like to show only some custom retention actions ...
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0answers
110 views

retention doesn't work

I'm trying to use retention on a document library. I configured a list and defined a retention policy to move the file to recycle bin after a day. When I check in compliance details, I see that it ...
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2answers
51 views

deleting a document from document library based on a deletion date given for the same named document in list using custom timer job

I have created a document library which has a few documents in it. I have created a list which has items with the same names as the document's in the document library, and there is a column called ...
1
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0answers
191 views

How to create a Custom Expiration Action with input parameters

I'm currently creating custom expiration formulas and actions, using the IExpirationFormula and IExpirationAction interfaces, in Sharepoint 2010. I add the custom action to the ...
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2answers
49 views

Record Retention to File System

The goal is to archive records. But, in case these archived records need to be retrieved from tapes or backup systems, I want to have the ability to maintain at least some of the metadata by ...
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0answers
36 views

Record Center retention settings for declared records

I have a site that uses in place record management. We created a custom policy ColumnRetention that creates a record based on a value of a field. Now I want to archive all records to a seperate ...
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5answers
28k views

Best method for sending a reminder based on expiry date

I have a document library which has a field for Expiry date. This field is not mandatory and is used for our Legal team to identify if the contract is close to expiring. The Legal team would like to ...