Move if 6 months old

Question

I am trying to figure out a method to move any document in my library with a modified date that is less than (older than) "today-6months". I am running into the Today() issue of it not updating unless the document is modified. can anyone help with this?

I want something like:

If Current Item:Modified is less than (TODAY()-180) Copy Document to Archive

Answer 1

Hi Olivetwist,

There is another Out of the box option called Document Retention Policy which can be used for this purpose.

Please find the below article which provide steps to setup retention policy of document library.

https://www.c-sharpcorner.com/uploadfile/anavijai/retention-policy-for-a-document-library-in-sharepoint-2010/

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Ramakrishnan

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Answer 2

Hi,

Where did you want to move?

If you want to move this documents to another document library, you can use the workflow.

About the time setting in the workflow, you can refer to the following setting.

In the condition, you can set to move the document to another document library.

Best Regards,

Carl Zhou

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Answer 3

I actually ended up using a combination of the 2 suggestions. I created a workflow that simply copies the form from the main library to an archive library and the deletes it from the main. this workflow is triggered by a retention policy I added. the retention looks for any form with a modified date less than TODAY - 6 months triggers the workflow to run. Maybe it was a step too many and could have done it in one but it works. thanks for the suggestions