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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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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....
Bhaskar Dhone's user avatar
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 ...
Rushil Shah's user avatar
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 ...
Patrick's user avatar
  • 21
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 ...
G.Srinivas's user avatar
2 votes
0 answers
121 views

Is it possible to dynamically hide specific custom retention actions in the dropdown menu?

I'm dynamically creating custom retention actions for information management policies. My problem is that in the retention action dropdown menu, I would like to show only some custom retention actions ...
w128's user avatar
  • 652
2 votes
0 answers
386 views

How to create a Custom Expiration Action with input parameters

I'm currently creating custom expiration formulas and actions, using the IExpirationFormula and IExpirationAction interfaces, in Sharepoint 2010. I add the custom action to the ...
Nuno Silva's user avatar
2 votes
0 answers
71 views

Record Center retention settings for declared records

I have a site that uses in place record management. We created a custom policy ColumnRetention that creates a record based on a value of a field. Now I want to archive all records to a seperate ...
Remko's user avatar
  • 3,267
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 ...
Narinder Chauhan's user avatar
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 ...
TimHaydnJones's user avatar
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 ...
Yvette's user avatar
  • 11
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 ...
James's user avatar
  • 11
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 ...
susan's user avatar
  • 2,678
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 ...
Saz Mifsud's user avatar
1 vote
0 answers
153 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 ...
j.strugnell's user avatar
1 vote
1 answer
327 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 ...
Krista Scerri's user avatar
1 vote
0 answers
478 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 ...
P.G's user avatar
  • 191
1 vote
0 answers
303 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 ...
Dr R Dizzle's user avatar
1 vote
1 answer
363 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 ...
MrRCG's user avatar
  • 165
1 vote
1 answer
172 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 ...
Zoosmell's user avatar
  • 125
1 vote
0 answers
47 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 ...
Celia's user avatar
  • 41
1 vote
0 answers
43 views

Periodically Notification for Document deletion

I have a document library in SharePoint 2016. What I Want is when I share any document to any user, that user should be notified periodically about time remaining for that Document expiration or ...
G.Srinivas's user avatar
1 vote
1 answer
435 views

Specify a Send To destination for a LIST?

I am using SP2013 on-premise standard edition. On one of site collection we have several lists contains the announcement from different departments. We need to setup retention policy on these lists so ...
Mark L's user avatar
  • 4,065
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 ...
Vishnu More's user avatar
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: ...
Tiago Duarte's user avatar
  • 5,477
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 ...
Heste's user avatar
  • 318
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?
Kristaps Vilerts's user avatar
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 ...
microsoftdeveloperdesigner's user avatar
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 ...
microsoftdeveloperdesigner's user avatar
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 ...
John John's user avatar
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 ...
Grokante's user avatar
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 ...
joostvdlinden's user avatar
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 ...
Harris's user avatar
  • 595
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 ...
Harris's user avatar
  • 595
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 ...
Merin Diya's user avatar
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 ...
Jag's user avatar
  • 1
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 ...
Prasad De Silva's user avatar
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 ...
user3271150's user avatar
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" ...
Xavi's user avatar
  • 153
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 ...
Ravi Khambhati's user avatar
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. ...
Chris N's user avatar
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, ...
KGlasier's user avatar
  • 1,745
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 ...
Saz Mifsud's user avatar
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 ...
vilmarci's user avatar
  • 916
0 votes
1 answer
41 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 ...
Juergen Riemer's user avatar
0 votes
1 answer
596 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 ...
susan's user avatar
  • 2,678
0 votes
2 answers
107 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 ...
G.Srinivas's user avatar
0 votes
1 answer
151 views

There are document retention policies, but are there any "Document Library" retention policies?

I have a farm that has over a thousand empty lists and libraries. I have found information on document retention policies that apply to specific documents, so that documents will be filtered ...
Anonymous's user avatar
  • 149
0 votes
0 answers
484 views

retention doesn't work

I'm trying to use retention on a document library. I configured a list and defined a retention policy to move the file to recycle bin after a day. When I check in compliance details, I see that it ...
user1898765's user avatar
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 ...
TheCoder's user avatar
  • 469
0 votes
1 answer
1k 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 ...
Jurgen Cuschieri's user avatar