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I have a 365 tenant where I need to have a workflow triggered on a custom date field set by the user, to do a review before the doc validity expires.

I've done the workflow in both 2010 and 2013 versions to test...

Workflows in SPD

When I add a retention stage and go to 'Start a workflow', only the 2010 workflow is an option:

Retention options... but where's the 2013 flow?

I've checked if it's the same for library and content-type based retention (it is) and when using a different date field (it is). Both of the workflows run OK if started manually (it just checks the fields are OK then sends an email).

I saw this on one of our 2013 O/P installs as well but never raised it with MS - it feels like retention wasn't properly interfaced with the 2013 onwards workflow engine.

Anyone?

  • I realised just after posting this it may be the workflow type, but having a Reusable rather than a List also made no difference. – Thomas Gass Aug 23 '16 at 14:43
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Got in touch with MS about this - as I thought, the 2013 workflows aren't exposed to the IMP interface because of the different engine type. You use 2010 workflows or nothing.

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