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

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Testing Retention Policies in SharePoint Online / Office 365

Is there a way to test SharePoint Online retention policies without waiting a day? Tried to change the policy from Created to Date and Time + 1 day and even when I changed the calendar to a day before ...
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30 views

Is there a way to force the a retention policy defined on a content type to work again on an item if its Event is met again

I am working on SharePoint enterprise server 2013. And inside a content type I define the following retention policy stage:- If a custom site column named “contract review date” is met to call a ...
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16 views

Is there a way to view the Compliance Details of an item , if i am hidding the “linkto item with Edit Menu”

I am working on SharePoint 2013 team site. and i use to view the compliance details of my lists' items by accessing the Edit menu of the items as follow:- but since i recently start facing problems ...
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22 views

How to set up recurring Retention Policies?

I need to set up a Retention Policy on a Document Library that sends an email out 12 months after the document was last modified, before sending an email out 15 months after a document was last ...
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99 views

Information Management Policy Timer not setting Expiration Date

I've setup the following Retention Policy: 1) Set the Information Management Policy (IMP) and Expiration Policy (EP) to execute daily with the IMP executing before the EP. 2) Site column to hold ...
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78 views

Invalid Retention Stage Defined on Documents

I am trying to set up a Retention Policy on a Site Collection level for SharePoint 2013. I've created a couple of 2010 Reusable Workflows on the Document Content Type. I then went to the top site->...
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33 views

Retention Plan: Apply Expiry Date Based on Term Shared Property

Is there a way to apply an Expiry Date via Term > Shared Properties? For example: Shared Property = "Days to Expire" Shared Property value = 365 Days to Expire (365) + Created Date = Expiry Date ...
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36 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 ...
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19 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 ...
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76 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 ...
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200 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 = availPolicies....
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186 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. ...
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19 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 ...
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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?
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164 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 ...
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2answers
23 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 ...
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1answer
100 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 ...
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30 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 ...
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195 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 ...
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33 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 ...
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1answer
83 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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52 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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38 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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32 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
230 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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100 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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47 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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173 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
181 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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732 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
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 ...
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102 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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191 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
105 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 ...
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247 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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57 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 adding/...
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39 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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40k 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 ...