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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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2 votes
1 answer
4k views

Cannot check retention policy on this site

I have a document library in SharePoint 2016 in which I added Retention policy for document deletion , But still I am getting Yellow striped Error"Cannot check retention policy on this site". Please ...
1 vote
1 answer
2k views

Retention Policy on SharePoint 2010 as "Move to another Place"

I have to apply Retention Policy to all Documents and list contents. The condition for the policy is that documents and list data older than 3 years move to another location. This location should be ...
0 votes
3 answers
3k views

Move items from a custom list to another list after a specific retention

I want to move items from a custom list with content type "item" to another list after a specific period (retention expiration). But the transfer to another location involving drop off library ...
0 votes
1 answer
1k 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 ...
0 votes
0 answers
64 views

Retention label policy limits in Microsoft 365

I've read and re-read the limits and cannot get my head around some of the details. The documentation states: there are also some limits on the maximum number of policies for retention per workload: ...
0 votes
2 answers
1k views

Information Management Policy not triggering to run workflow - Sharepoint 2016

I'm trying to get a Workflow to run, triggered by an information policy and its simply not working. I've set up minimal test cases and they aren't working either. Here's what I've tried/tested so far. ...
2 votes
1 answer
2k views

Update retention label and sensitivity label using CSOM

I'm trying to update the retention label and sensitivity label of a file in a SharePoint Online Document Library using CSOM. I can update the Retention Label using the SetComplianceTag method and it ...
0 votes
0 answers
57 views

Apply retention label to folder in SharePoint Online

I have a SharePoint Online site with different document libraries. Then I've created different retention labels. Each document library should have only 1 label applicable to that library. The user ...
0 votes
0 answers
22 views

New custom retention formula in Sharepoint Online

How to create custom retention formula in SharePoint Online? There are lot of guides how to do it in on-prem environments, but none for online.. Is this a disabled legacy feature that I am seeing?
0 votes
0 answers
14 views

Why i am getting a field named "Apply Label" to my new site's lists

I have created a new site inside our new customer tenant >> then i added a new custom list inside the custom site >> but i got this field inside the list's create and edit form :- with ...
0 votes
2 answers
213 views

Retention policy on site level

Retention policies are disabled on tenant level at the moment. As end user I also have no option to access the admin center. How is it possible to create a retention policy or option on site level by ...
0 votes
0 answers
189 views

why i am getting "Apply Label" field inside my new lists

I create a new custom list inside our SharePoint online site collection, and i noted that i am getting a field named "Apply label", as follow:- and inside the list setting i got this :- I ...
0 votes
1 answer
24 views

Is there a way to set any document as readonly incase there is not activitity (Modification) for more than 6 months

We have around 28 sites which contain around 2,000,000 documents. now we want to apply a policy is that if a document is not been modified for 6 months to set the document as read-only. so what are ...
4 votes
2 answers
1k views

Retention Policy O365 group

There is a major bug in retention policy. My organization has a retention policy applied on O365 groups, so the sharepoint sites associated with the O365 group also fall under the retention policy. ...
0 votes
1 answer
299 views

Set an expiry date to self-destruct downloaded M365 documents

Is it possible to set an expiration date on M365 documents downloaded from a SharePoint library? Essentially, I'd like to ensure that our sales and marketing teams are always sharing updated content ...
0 votes
1 answer
171 views

Filter Array inside for each not getting results

So obviously I am lacking all skills to build or even search for the solution to my issue. I hope there's someone here who can help me. I need to remove the retention label on a couple of files in a ...
0 votes
1 answer
605 views

Hiding Apply label retention column in SharePoint list

I have created a retention policy label that applies to one of our SharePoint site collections. And every time the users want to make a new item in a list, the column appears in the new form. I have ...
3 votes
1 answer
681 views

How to set Retention label to SharePoint Document using CSOM?

I am trying to set the retention label (i.e. Office 365 admin under Security & Compliance center) to a file in a SharePoint Online Document Library using CSOM. I can set the Retention Label using ...
0 votes
1 answer
238 views

Retention Policy base on selection

I need to create a SharePoint online retention policy on the document library to keep documents forever. To do this, I am using the Office365 compliance center. The condition is based on a choice ...
0 votes
1 answer
379 views

SharePoint Retention Policies List

I am currently using SP 2010. I have get the list of retention policies enabled sites and Document library / List in my site collection along with my retention period. Can someone help me with a ...
1 vote
1 answer
319 views

Automatic inclusion of newly created SharePoint site in existing retention policy

Is there any way to include newly created SharePoint site in an existing retention policy created in security and compliance? or once in a month all newly created sites to be added in a current ...
0 votes
3 answers
1k views

Information Governance Retention Policy Orphan Lock

We setup a Retention Policy on all sites under the Information Governance section of the M365 Compliance center. It locked all sites from deletion and won't let users delete folders with files in them....
0 votes
2 answers
429 views

Retention Policies for OneDrive and SharePoint Onlie - Licensing Requirements

We have a tenant with the Microsoft 365 Business Premium subscription. Having this license, are we allowed to setup the retention policies for SharePoint Online? When I go to the Compliance Center >...
0 votes
1 answer
98 views

How to see how long a document has until disposition?

I'm new to the Sharepoint Records Management space (e5 licence). I'm using a test environment to play around and figure out how things work and what they'll look like for my team. I've made some ...
1 vote
0 answers
21 views

Does anyone agree that there is ambiguity in the term 'automated' wrt retention labels and the relationship to E3/E5 licencing

As I understand it, a user can manually apply a retention label to a piece of content in SPO within an E3 licence, but an E5 licence is required if the retention label was applied automatically. But ...
1 vote
2 answers
61 views

What are the options available for the archival of the data of Document Library in SharePoint Online?

We have a couple of document libraries in which there is a large amount of data. i.e., one of the document libraries has 1,99,936 items in it. We are looking for the best archival option so that the ...
1 vote
0 answers
214 views

How do I get my retention policy to work and can I test it the same day?

I set a retention policy on a list. The retention policy is supposed to trigger a workflow the day after an item has been created. I waited a day for it to work and t did not. Today I try to test to ...
1 vote
1 answer
71 views

Where are Documents Stored When Using Information Governance Retention

We've had several cases of users deleting files and support unable to restore them. So, to avoid losing sensitive data, we've setup a retention policy in the M365 Compliance center. There aren't many ...
0 votes
1 answer
570 views

How to verify retention labels at site level?

In our SharePoint Online, we have n number of sites where retention labels are being assigned for the contents. Though, we are not sure if we have labeled everything and would like to verify what has ...
0 votes
1 answer
227 views

Enable Retention option is missing in SharePoint 2013 List - Information Management Policy Settings (Content type - Item)

Enable Retention Option is missing in SharePoint 2013 List Information Management Policy Settings (Content type - Item), In my dev site the option is there (dev site is restored from a site ...
2 votes
1 answer
4k views

The label that's applied to this item prevents it from being moved or renamed. Check the item's label for more details

Hi all I have written a WF which copy a document from one library to another but now copy action is not working as destination library labeling have been done Is there any way to replace the new ...
1 vote
0 answers
152 views

Tenant level mapping to crawled property

I have mapped a crawled property ows_DocumentType to RefinableString00 in the SPO Admin console, and I can confirm that all my Site Collections see this mapping. How do I create the columns on these ...
0 votes
1 answer
337 views

Usage and health service application data retention

As per MS documentation "https://docs.microsoft.com/en-us/sharepoint/administration/view-usage-reports", there are two types of data collected by the service and available to users in form ...
0 votes
1 answer
67 views

Indefinite retention in Office 365

My Director has come to me very late in a 365 deployment to ask to retain all data indefinitely. I have rejected this partially on GDPR grounds. Although we can set retention for GDPR data ...
0 votes
1 answer
484 views

Retention Policy for sub-sites

Is there a way to apply retention policies to sub-sites in SharePoint Online? Something with PowerShell PnP where we list the sub-site URL and policy target in Excel? We have looked at site ...
1 vote
2 answers
596 views

Breaking up a big list to avoid limit view threshold on Sharepoint Online

I am finding workarounds to this limit view threshold issue in Sharepoint Online. I already read the recommended steps by Microsoft (Managing a Large List and Library in Sharepoint) and saw that the ...
1 vote
1 answer
53 views

SharePoint Online Retention labels

Is there any way to move files when the retention labels in the compliance center are triggered. We would like to move all files older than x month to an archive site.
0 votes
1 answer
64 views

Declare as Record not happening after undeclaring the document manually and set the Retention Date value again through Workflow

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" ...
22 votes
3 answers
481 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....
0 votes
1 answer
23 views

Not able to see the Label against which Auto Policy has been created

I have followed below steps in order to create label and policy. Create a new Retention labels Publish Policy with "Auto-apply a label" Now when I go back and see the published policy don't see ...
3 votes
1 answer
4k 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. ...
0 votes
2 answers
414 views

Inactive site collections

I am looking into archiving site collections based on use and the web property LastItemUserModifiedDate seems to be perfect. However it seems like the property is not available in search and iterating ...
1 vote
1 answer
753 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->...
0 votes
1 answer
79 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, ...
0 votes
1 answer
195 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 ...
1 vote
0 answers
230 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 ...
0 votes
1 answer
1k 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 ...
0 votes
2 answers
75 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 ...
1 vote
0 answers
22 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 ...
2 votes
1 answer
787 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 ...