Looking for some ideas: I need to trigger a retention policy in a particular document library once a year on the same date. The challenge is setting the year dynamically.

Could I use a date\time colum,n using a calculated default value? I am not familiar with the available (calculated) functionality i.e. get i get current year and have the day and month static?

Much appreciated.

  • what version of sharepoint?
    – Ali Jafer
    Feb 15 '18 at 8:37
  • Hi - SharePoint version is SPO Feb 15 '18 at 23:37
  • only reason i ask is that you should be using labels in sharepoint online! its a new feature for retention of document thats based on labels assigned to items/documents
    – Ali Jafer
    Feb 16 '18 at 8:28

I ended up resolving with a workflow: Two columns: Col1 - date/time default value set - it is used to store the DD/MM Col2 - the date i want to retention policy to kick off

Workflow to find the difference between created date and Col1 then set Col2; the difference + Col1

Retention policy to kick off on date/time set in Col2

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