6

When you're using the action "Start a workflow" the workflow is linked to the policy. During the testing period I had to make changes to the workflow and published a new version of the workflow to the document library. But the policy was still linked to the initial version of the workflow (which had an error so that no e-mails had been sent). In my case I'...


5

It's not possible to configure (change schedule, trigger, etc.) timer jobs in SharePoint Online. The best thing you can do is to make sure your policy settings are good and wait for jobs to be completed. :)


4

Got in touch with MS about this - as I thought, the 2013 workflows aren't exposed to the IMP interface because of the different engine type. You use 2010 workflows or nothing.


3

There is a way to check when it last ran and based on that you can deduce when's next run is likely to be. Open up the SharePoint Online site collection in SharePoint Designer 2013 and go to Site Options. The properties below are of your interest. dlc_PolicyUpdateLastRun dlc_ExpirationLastRun I've used this to test retentions policies before in SPO. In ...


3

John, I found a few helpful links on comparing the two options. I think the most important difference you may want to consider is the metadata implementation. The library option looks to be more restrictive. While you can manually add metadata to Wiki Page Library, you can’t add the fields to the text layouts. This means users would have to edit the ...


2

Check Shifts functionality on Teams to have a whole tool for this stuff. This is the Microsoft bet inside the Office 365 suite for first line workers shift management.


2

SharePoint Online is always tenant.sharepoint.com. You can then branch off site collections as tenant.sharepoint.com/sites/businessunit or tenant.sharepoint.com/teams/businessunit or branch them all off the root as subsites tenant.sharepoint.com/businessunit. Those are your only options for any sort of information architecture.


1

I found it, they go to the drop off folder.


1

Yes, there are timer jobs in the farm that process, then delete the items need to be run. By default, they are set to run weekly, they should be modified to run daily. There are two timer jobs that interact with the Information Management Policies. The first one, titled Information Management Policy, is set by default to run weekly on Friday at 11 pm. ...


1

A list is great for this. Consider adding a category or product column and then creating a view that groups by that category or product. Or, perhaps a training type (perhaps some are documents and others are videos?). Perhaps another view that sorts by date created descending, so users can see which trainings have been added recently? Perhaps consider a ...


1

I have reproduced it. Per my research, the reason should be there is no Version column in this site content type. The Version column is part of the list and library. So that, we can use "{Version}" label for the list content type associated to the library or the list.


1

Yes, if you change the setting to the parent, it will inherit across the site collection. Because of this you need to create a new content type which will not inherit any policies from its parent content types. Only then you can apply the local policy (plus the policy you have site collection wide, if you wish that to apply as well). If you have defined the ...


1

The “allow Group Protection” allow members of an AD group to share the document with each other. To restricted external users but internal users to use the documents in the document library, I recommend you to disable external sharing in Office 365 and SharePoint site. More information check the article: External Users with SharePoint Online in Office 365


1

Sharepoint 2013 has something built-in to handle Document / Records Management. I don't know about Online 365 though. In any case, it is a big subject and is worth taking time over to implement in a good way. You can also handle it in different ways (as is the way with Sharepoint, more than one way to skin a cat). I've set up policies on each individual ...


1

I figured out my issue. I was misreading how the SharePoint 2010 Workflows worked. I originally thought you were supposed to use the Workflow with the lastest date i.e Archive Workflow Service Call Log (Previous Version:6/9/2017 3:30:58 PM) but to get the workflow to work I just needed to use the Archive Workflow Service Call Log without the previous version ...


1

If you look in the ULS logs for SharePoint and spot an error along the lines of below - Type System.CodeDom.CodeBinaryOperatorExpression is not marked as authorized in the application configuration file. Then you're likely missing some required Assembly Authorizations in web.config which is a known issue with the latest updates. There's plenty of info ...


1

I've investigated the other Answer by gachCoder, but my workflow is a 2010 one. But I had a similar kind of workflow error again. I found the Answer by Hardik in this post solved my issue. 24/09/2018 Update to Answer: you might also like to read this Answer relating to whether or not it is safe to deactivate and reactivate a workflow Site Feature (it ...


1

It seems you haven't enabled workflow app permissions. Please try with below link and i hope this will resolve your issue. https://dev.office.com/sharepoint/docs/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo


1

I don't believe there will be anything we can reliably do for this. In Office 365, we don't have access to the Correlation logs. I suggest you open a ticket at https://portal.office.com/support/support.aspx so the support staff can assist you.


1

I much prefer using a team site and use existing site features and apps to get the same effect that a specialized site template gives you, excluding the very specialized things like records center, video portal, etc. You said it yourself, mobile is key, they both methods create content the same way, both can have mmetadata navigation and filtering, and the ...


1

This may seem like resurrecting an old thread, but this answer will be useful to others who wander in with the same question: It all depends on how you are going to display the information, what type of customizations you want in the future, and whether or not you will be designing workflows for the data. I say that because managed metadata in SP13 and ...


1

My general rule of thumb, if it is one off, I use a choice column. If it might be used in more than one place in my collection, I create a lookup site column column. If it is a company wide selection, I'd put it into Managed Metadata and use a column derived from that termset.


1

I don't beleive it's possible out of box. To use a custom retention formula to determine expiration, click Set by a custom retention formula installed on this server. NOTE This option is only available if a custom formula has been set up by your administrator. Reference: Create and apply information management policies However you can create a ...


1

If the content is too small ,please do not use a 3rd party tool because the cost involved would be too much . If data is large you need to use tools , use Metalogix,Quest or any other 3rd party tools. We used the below approach. - Assessing and updating your 2007 Environment - Planning for an interim 2010 environment with the emphasis on SQL Server - ...


1

Let's say the 'title' you want to be different is exactly one, e.g. <h2>MyTitleNeedsToBeBold</h2> than you either change it directly: <h2 style="font-weight:bold;">MyTitleNeedsToBeBold</h2> or via id-based CSS <link rel="stylesheet" type="text/css" href="_themes/myStyles.css"/> <h2 id="mySpecialTitle">...


1

I know this is an old thread, but I have to share with you guys. Maybe someone will benefit from my story. If you think about it, Retention Policy is an if-statement. So what I did was: set the retention policy to recur every day after the review date. However, inside the workflow, write an if-statement: If "today" is equal to the "expiry date". If that ...


1

The only approach I could come up with was to copy the list item, then delete the original as part of my workflow that gets kicked off by Policy. Because it then becomes a new item that hasn't had the policy run on it, it will fire again. I don't need to keep any history although I suspect it may even copy that, but I haven't checked. I also have the ...


Only top voted, non community-wiki answers of a minimum length are eligible