Copy Item Workflow History

Question

We have a requirement to move document(s) to an archive document library.  I've found code and 3rd party add-ons that do what we need e.g. move document, meta data and revisions.  What we have not found is a way to keep the associated workflow history or completed workflow information which is displayed at the top of the workflow status page.  We need to keep all of this history for ISO compliance.  Most code and components that copy/move items ignore this.

Thanks in advance,

Eric Halsey

Answer 1

When you're dealing with compliance, you should look at leveraging SharePoint's Records Management feature.  It was designed to address these issues you note.

Start here:  http://blogs.msdn.com/b/ecm/archive/2010/02/13/introducing-records-management-in-sharepoint-2010.aspx

 

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I trust that answers your question...

Thanks
C
http://www.cjvandyk.com/blog | LinkedIn | Facebook | Twitter | Codeplex

Answer 2

Thanks for the recommendation Cornelius.  Do you know how to configure Records Center to manage the movement of the workflow history?  In my research, workflow history is not kept when an item is sent to Records Center.

·         Question: Is workflow history for original documents kept when documents are sent to record center?

Answer: Workflow history is not transferred with a document when it is sent to the records center.

 

Pasted from <http://www.sharesquared.com/resources/Pages/RecordsManagementinSharePoint2010QA.aspx>

Thanks,

Eric Halsey

Answer 3

this cannot be configured; you need to provide a .Net customization to do this.

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Serge Luca; MVP blog: http://sergeluca.spaces.live.com Devoteam Belgium. http://twitter.com/sergeluca

Answer 4

If you are conserving item ID in the new location, you can copy history items to the new location. The history list has the WF id, the list id and item id.
AK

Answer 5

Thanks for the suggestion Abed.  How would you recommend keeping the workflow association information such as last run by, when last run and workflow status.

Answer 6

From the associated task list, may be. I didn't try it but just thought about mentioning it for investigation.
AK