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Questions tagged [retention]

Retention, to ensure that work-in-progress content is not kept for an unnecessarily long time.

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1answer
14 views

Move SharePoint items between Document Set libraries based on two columns

We have a Document Set library, which holds our invoices. The library is getting very large (~70 000 items, currently. 32 000 different invoices.). The search in this library is getting rather slow, ...
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1answer
40 views

Workflow that is started by the information management policy is not starting

I have a rule on a document library, set on Document and Excel types, to run a workflow. The workflow is meant to move the item to Drop Off and then process it from there. The workflow however is ...
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0answers
17 views

Turn off retention and version control per file type

Our users tend to put pst files on their OneDrive. This alone is not a big problem, but we have retention policy and version control on. Meaning, that whenever Outlook touches the pst file and adds a ...
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0answers
50 views

In place hold in O365, not clear how preservation hold library works

I started a job in an org that implemented the in hold retention policy across the board (all elements in O365). This caused the automatic creation in every SharePoint site collection (including the ...
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2answers
37 views

How to setup document archival for documents in SharePoint 2010?

I am working with SharePoint on prem 2010. I have to propose a non-coding solution for one a retention/document archival job. Basically once a document is uploaded, after three years (we can calculate ...
2
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1answer
152 views

Retention Policy on SharePoint Online List

I have created a new connection in Records Management from Admin center. For a list, I have set the Retention Policy on Item Content type from Information management policy settings in List settings. ...
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0answers
15 views

SharePoint Archiving

I am trying to set up an archiving system by using retention policies, to avoid facing the 5K limit in document libraries. My question is: 1. will a drop off library every face the 5K limit, 2. and ...
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0answers
10 views

Does Information Management - retention - expiration policy change the item - kicking off an “on item changed” workflow?

I have an on-premises install of SharePoint. It has an Information Management Policy on a list to set up a retention policy. I have it set up to send the file to the recycle bin after the End date (a ...
2
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1answer
106 views

SharePoint Retention Policy for Archiving

Can you set a retention policy to move a whole custom content type (based on document set, with documents inside) to different drop off locations and leaving a shortcut behind? Also, will a drop off ...
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1answer
24 views

Provision list with information management policy (retention policy) via sandbox

Sharepoint 2013, on-premise, we provision a document library declaratively using a sandbox solution. How can we - in the declaration - add a simple retention policy (Information Management Policy ...
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0answers
28 views

SharePoint Retention Policy Workflow Association breaking in libraries

I'm implementing the following solution in SharePoint 2016 (on-prem). Document based Content Type called "Contract" (for argument's sake) The Contract Content Type contains a few date based columns ...
0
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1answer
30 views

Running retention policy against folders

I have retention enabled for folders. It is set to run a workflow on any folder after it is a day old. and to run it once a day. However it doesn't appear to be working. I have both the "Information ...
2
votes
2answers
361 views

Multiple Information Management Policies on Content Type - but just at Site-Level

I am working with SharePoint 2016 On Prem. My goal is to add an Information Management Policy to a document library at the site level that deletes all files older than 30 days. When I create the ...
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vote
1answer
81 views

SharePoint Retention - Expiration Date not calculating for some items

I have a retention policy set for a content type. The retention is based on the modified date + 3 years, if the condition is met a custom workflow starts. The recurrence is set to every 7 days. The ...
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0answers
46 views

Retention Policy when folder Modified By and its Content Modified By differs

My scenario: I am testing retention policy to declare files as record. My question is when i set a retention policy for a library using the Modified By + 1 days formula. The content of a folder ...
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1answer
56 views

SharePoint Documents after employee leaves

We currently have a SharePoint 2013 farm, with an Active Directory User Profile sync, where we store public documents by department, in their own site collections by department, as well as personal ...
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2answers
33 views

Retention Policy for Academic Years not Calendar Years

We are wanting to add a retention policy for a site that holds academic material. The retention will be current year plus 5, this is not calendar year. So if a document was created on september 2009 ...
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1answer
170 views

Find retention policies where items get deleted or moved to recycle bin using PowerShell

Is there a way to use PowerShell to look through SP2010 to produce a report listing all the locations a retention policy is set that has the property to either delete the item or move items to recycle ...
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2answers
571 views

SaveBinaryDirect issues

I have a little tool built in CSOM that backs up some pertinent documents by copying them to another site collection (don't ask). Sometimes, the program hangs until I close it as it gets stuck on some ...
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1answer
608 views

SharePoint Online Information Management Policies

I have some questions regarding Information Management Policies in a SharePoint Online environment. I have taken the required steps to set a retention policy a library. I turned on the Content ...
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1answer
530 views

SharePoint Online - Add column to default for view for new sites

Were are going to be using Office 365 labels to control retention of our SharePoint documents. I’m trying to add the “Labels” column to every document library view so that users can see which ...
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0answers
194 views

Content Type Policy Templates - create programmatically

Is there a way to create Content Type Policy Templates through CSOM in SharePoint Online? I don't mean applying a policy, but rather just creating the template for the policy, which can later be used ...
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1answer
828 views

Information management retention policy not working on SharePoint Online

I have a custom list on SharePoint Online that a customer's maintenance crew uses to log service calls. We recently migrated them from wss 3.0 to SharePoint Online and discovered the 5000 item ...
6
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2answers
1k views

SharePoint Online Retention Policy Timer Job

I have an SPO library with a Retention Policy attached for archiving items over 3 months old. The policy is attached to the location, not the content type, and is set to run when a field (Arrival Date)...
8
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1answer
183 views

SharePoint Online Restore Files from Drop Off Library

Our retention policy in SharePoint misfired and moved 1000's of files from different libraries into the drop of library. Is there any way to restore these files back to their original libraries. We ...
4
votes
4answers
2k views

Prevent items in Tasks list from being deleted

I knew that workflows were deleted every ~60 days, but I didn't know tasks were ever automatically deleted. My customers rely heavily on this information being available at all times. Is it possible ...
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2answers
45 views

Retention policy work for previously uploaded Documents?

When I set a retention policy on my shared document library, to start a workflow to email authors who's document is older than 30 days, will this work on documents already in the library or only ...
1
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1answer
59 views

Email Author Sharepoint

I have created a new column in my files and library view, named 'Author', as a person or group column. I have made this column mandatory to people to fill out, so that a name gets associated with this ...
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votes
2answers
127 views

SharePoint Online (O365): For a document library, how can I set different retention period for each document?

SharePoint Online (O365): For a document library, how can I set the different retention period for each document? For Example: One document should be deleted after: Created + 1 year = Annually, ...
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1answer
421 views

sharepoint online enable retention: is it the best way to implement a document retention policy?

I see that not all the features of document retention in sharepoint online are as active as the same feature on premise (the ability to declare it as a record, the ability to send it to another ...
6
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2answers
3k views

Configuring timer jobs in sharepoint online

I have setup Information Management policies and have added retention stages but to run that and verify I need to run the "Information management policy" and "Expiration policy" timer jobs. Is it ...
3
votes
2answers
108 views

Retention policy

I created content based retention policy. It should be triggered 2 months after Last modified date. It is executed properly for new items. Items created before the policy was applied are not affected ...
4
votes
2answers
978 views

Retention policy in SharePoint 2013 on premise

This is a question from SharePoint 2013 administrators who are already working with retention policy. I suppose to make a Shared Library with high capacity for my users so they can transfer their ...
0
votes
1answer
170 views

Sharepoint custom expiration action - item.delete() throws error

we have a custom expiration action where we copy an item to a list. Then we want to delete the source item (as provided as parameter in OnExpiration method). When we call item.Delete(), then the ...
2
votes
1answer
90 views

Find Sites with Retention Policies?

Is there a way, maybe through PowerShell or something to find all of the SharePoint sites that have a retention policy applied to document libraries? Bismarck
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1answer
532 views

SharePoint Retention - Expiration date not re-calculating when item is updated

i've been breaking my head for days about this issue: Imagine a custom retention formula that calculates an expiration date. The formula calculates the expiration date based on the creation date and ...
3
votes
1answer
792 views

Selecting a 2013 workflow for use with Information Management Policy retention

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 ...
0
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2answers
47 views

how can i achieve a ootb mail sending functionality x days before a column value

I have a date field column called review date. I want to send a email to document owner 30 days before the review date so that the doc owner publishes the document by then. How can I achieve this ...
3
votes
1answer
2k views

Testing Retention Policies in SharePoint Online / Office 365

Is there a way to test SharePoint Online retention policies without waiting a day? Tried to change the policy from Created to Date and Time + 1 day and even when I changed the calendar to a day before ...
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0answers
225 views

How to set up recurring Retention Policies?

I need to set up a Retention Policy on a Document Library that sends an email out 12 months after the document was last modified, before sending an email out 15 months after a document was last ...
1
vote
1answer
584 views

Invalid Retention Stage Defined on Documents

I am trying to set up a Retention Policy on a Site Collection level for SharePoint 2013. I've created a couple of 2010 Reusable Workflows on the Document Content Type. I then went to the top site->...
1
vote
1answer
222 views

Retention Plan: Apply Expiry Date Based on Term Shared Property

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 ...
1
vote
1answer
50 views

will the workflow that get started by a Retension Policy , run for each item inside the list

I am working on SharePoint 2013 site collection. and i want to be sending emails & update list items if the item has a status of "New" & its review date = Today. To achive this i did the ...
1
vote
1answer
127 views

When updating retention policy getting error - The object has been updated by another user since it was last fetched

I'm trying to create retention policies for some of the content types in a document library. The first one is created fine but when I go to create one for the second content type I get the above ...
20
votes
2answers
411 views

ProjectPolicy.SavePolicy() : server side giving error : The collection cannot be modified

Trying to modify ProjectPolicy Properties server side is giving me an error : List<ProjectPolicy> availPolicies = ProjectPolicy.GetProjectPolicies(web); ProjectPolicy policy = availPolicies....
1
vote
1answer
2k views

Retention policy on library is not running

Within one library in SharePoint Online I have added a retention stage after changing the source to library and folder. I am trying to move/copy a document to another location if it is 20 days old. ...
1
vote
0answers
30 views

Remember the former input in SharePoint list

There is always a remember function within my SharePoint list so everytime I add a new item, I don't need to repeatedly input the same content since the system will remember the first input and then ...
1
vote
1answer
31 views

Where am I archiving my documents too?

I set up a retention policy for a document library, so that 30 days after a document is uploaded or created it moves it to a storage folder. My question is, where is this storage folder?
0
votes
1answer
2k views

SharePoint 2013: Do list item retention policies update items automatically?

I was prompted with list view threshold error when testing a workflow on a SharePoint subsite. I am trying to get a workflow history list of that site to automatically delete items after 30 days by ...
0
votes
2answers
84 views

Is Retention Policy Depends on Crawling settings

Is Retention Policy Depends on Crawling settings, Currently I am working on SharePoint 2016 in that I have 1 document library ,for this document library I created Retention Policy to move the document ...