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

learn more… | top users | synonyms

1
vote
0answers
24 views

why my workflow will never run on an item if the workflow last run had an Error Event

I am working on SharePoint server 2013, and i have defined a retention policy to start a workflow as follow:- now this retention policy will do these things:- if an item "Contract Review Date" = ...
0
votes
0answers
22 views

How to force a retension policy stage to get activated more that once on an item

I am working on a SharePoint server 2013, and i have defined the following retention policy inside my content type:- I was planning to have this retention policy:- To run a workflow when the ...
0
votes
1answer
30 views

will the workflow that get started by a Retension Policy , run for each item inside the list

I am working on SharePoint 2013 site collection. and i want to be sending emails & update list items if the item has a status of "New" & its review date = Today. To achive this i did the ...
1
vote
0answers
11 views

When updating retention policy getting error - The object has been updated by another user since it was last fetched

I'm trying to create retention policies for some of the content types in a document library. The first one is created fine but when I go to create one for the second content type I get the above ...
0
votes
0answers
37 views

SharePoint 2013: Hiding workflow column for reusable 2010 workflow

Background: I am trying to implement a site collection retention policy in SharePoint 2013. Unfortunately, Microsoft's implementation is designed for individual libraries instead of as part of a ...
7
votes
0answers
141 views

ProjectPolicy.SavePolicy() : server side giving error : The collection cannot be modified

trying to modify ProjectPolicy Properties server side giving me error , List<ProjectPolicy> availPolicies = ProjectPolicy.GetProjectPolicies(web); ProjectPolicy policy = ...
1
vote
1answer
41 views

Retention policy on library is not running

Within one library in SharePoint Online I have added a retention stage after changing the source to library and folder. I am trying to move/copy a document to another location if it is 20 days old. ...
1
vote
0answers
18 views

Remember the former input in SharePoint list

There is always a remember function within my SharePoint list so everytime I add a new item, I don't need to repeatedly input the same content since the system will remember the first input and then ...
1
vote
1answer
23 views

Where am I archiving my documents too?

I set up a retention policy for a document library, so that 30 days after a document is uploaded or created it moves it to a storage folder. My question is, where is this storage folder?
0
votes
1answer
42 views

SharePoint 2013: Do list item retention policies update items automatically?

I was prompted with list view threshold error when testing a workflow on a SharePoint subsite. I am trying to get a workflow history list of that site to automatically delete items after 30 days by ...
0
votes
2answers
18 views

Is Retention Policy Depends on Crawling settings

Is Retention Policy Depends on Crawling settings, Currently I am working on SharePoint 2016 in that I have 1 document library ,for this document library I created Retention Policy to move the document ...
1
vote
1answer
57 views

Cannot check retention policy on this site

I have a document library in SharePoint 2016 in which I added Retention policy for document deletion , But still I am getting Yellow striped Error"Cannot check retention policy on this site". Please ...
1
vote
0answers
28 views

Periodically Notification for Document deletion

I have a document library in SharePoint 2016. What I Want is when I share any document to any user, that user should be notified periodically about time remaining for that Document expiration or ...
0
votes
0answers
74 views

Archive Documents using retention policy

I've a requirement to move the files to a different doc library which are older than an year. I was told that I can use retention policy to do this. I tried to add a stage in retention settings to ...
1
vote
1answer
24 views

How retention policy will interact with retention date change?

On the OOTB announcement list I added a custom date field "expiredate". Then setup 2 retention stage: (a) on expire date it trigger workflow A to send notification email (b) 30 days after expire ...
1
vote
1answer
51 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 ...
0
votes
0answers
26 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 ...
0
votes
0answers
23 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. ...
0
votes
1answer
27 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 ...
0
votes
3answers
99 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 ...
0
votes
1answer
69 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 ...
0
votes
0answers
30 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 ...
0
votes
0answers
16 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 ...
0
votes
0answers
48 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 ...
0
votes
0answers
45 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 ...
0
votes
0answers
42 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 ...
0
votes
0answers
53 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 ...
1
vote
1answer
112 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 ...
1
vote
1answer
134 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, ...
0
votes
1answer
530 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 ...
0
votes
1answer
37 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 ...
2
votes
0answers
101 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 ...
0
votes
0answers
158 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 ...
0
votes
2answers
75 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
vote
0answers
228 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 ...
0
votes
2answers
53 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 ...
1
vote
0answers
38 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 ...
6
votes
5answers
35k 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 ...