1

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.

0

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.

http://blog.sharepointsite.co.uk/2011/12/add-expiry-date-to-list.html

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

http://blogs.msdn.com/b/ecm/archive/2011/10/12/policy-and-retention-in-sharepoint-server-2010.aspx

https://blogs.msdn.microsoft.com/mvpawardprogram/2011/10/03/applying-document-retention-in-sharepoint-2010/

  • Thanks but what I need is the expiry date to change based on the Term value or Category. – MrRCG Mar 1 '16 at 17:01
  • You can use the calucaled column, formula based on the term value – Waqas Sarwar MVP Mar 1 '16 at 17:20
  • Just looked into that. The Calculated column doesn't allow the insertion of a Managed Metadata column. – MrRCG Mar 2 '16 at 18:32

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