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

The reason is that I've been asked to auto-apply specific expiry dates for our documents based on the Category. Contributors don't want to keep manually changing the Expiry Date field each time the upload or update a document.

I am using Term Store Managed Metadata for Categories such as:

  • Forms: Corporate Templates --> Expire in 2 years
  • Resources: Work Plans --> Expire 1 year
  • Resources: Weekly Reports --> Expire 6 months

I have 5 primary categories with a dozen sub-categories in each and a few third-level or tertiary categories.

I am trying to minimize the workflows if possible. I prefer not to create and manage dates for each category via workflows.

Any help is appreciated. Thanks in advance.

1 Answer 1


I don't think you can set this via Shared Properties, But you can use the calculated column which will set the expiry data on the basis created date.


there is OOTB SharePoint policy called Information Management Policy, if you want to take action after expiry.

Plan for information management policy in SharePoint Server 2013



  • Thanks but what I need is the expiry date to change based on the Term value or Category.
    – MrRCG
    Mar 1, 2016 at 17:01
  • You can use the calucaled column, formula based on the term value
    – Waqas Sarwar MVP
    Mar 1, 2016 at 17:20
  • Just looked into that. The Calculated column doesn't allow the insertion of a Managed Metadata column.
    – MrRCG
    Mar 2, 2016 at 18:32

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.