I have created the retention policy through the "Information Management Policy Settings" in the "Library Settings".
The policy details below:
Event: "Custom Date + 0 days"
Action: "Declare Record"
Here, i am setting the "Custom Date" value through workflow. The document works fine only @first occurence. What am trying to achieve is,
- First, I am setting the "Custom Date" value through the workflow.
- Retention Policy works, document successfully "Declare as Record".
- Next, i undeclare the document. Then starts the workflow.
- In the workflow, i removed the "Custom Date" value, proceed the approval of tasks.
- After successful approval, am setting the "Custom Date" again. But for now, the document not getting "Declare as Record".