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Custom Workflow - Retention Policy RRS feed

  • Question

  • I want to create new customized workflow to do the following:

    1- Workflow starts based on library retention period.

    2- Keep document until date is met and initialize a task to send email to document owner for approval.

    3- Document owner will decide wether to extend document retention or send to disposal.

    Thank you for your help

    Wednesday, August 10, 2011 1:43 PM

Answers

  •  

     


    Rahul Sharma
    http://sharepointarrow.blogspot.com/

     

    You can add one custom date field in your list or content type. and create retention policy and set date in formula of retention policy.


    you can download workflow from codeplex http://sequentialworkflow.codeplex.com. 


    and attach that workflow with your list . and In retention policy set action start workflow which you have attached.




    In custom workflow update your date field in UpdateListItem this method as per your approval condition. 


    Moderator Note: This codeflow project is by the poster of this post.

    Rahul-Sharma: if you refer to / recommend anything you wrote yourself (Blog; Article; Codeflow project etc.), always say so in your posts. Also if you are in a pre-SP 2010 forum never refer to SP 2010 blogs; SP 2010 articles or SP 2010 codeflow projects etc.


    • Edited by Mike Walsh FIN Friday, August 12, 2011 10:34 AM Notes added about the fact that this codeflow project is actually from the writer of this post (who is thus biased in suggesting it)
    • Marked as answer by Qiao WeiModerator Sunday, August 21, 2011 11:12 AM
    Thursday, August 11, 2011 5:29 PM

All replies

  •  

     


    Rahul Sharma
    http://sharepointarrow.blogspot.com/

     

    You can add one custom date field in your list or content type. and create retention policy and set date in formula of retention policy.


    you can download workflow from codeplex http://sequentialworkflow.codeplex.com. 


    and attach that workflow with your list . and In retention policy set action start workflow which you have attached.




    In custom workflow update your date field in UpdateListItem this method as per your approval condition. 


    Moderator Note: This codeflow project is by the poster of this post.

    Rahul-Sharma: if you refer to / recommend anything you wrote yourself (Blog; Article; Codeflow project etc.), always say so in your posts. Also if you are in a pre-SP 2010 forum never refer to SP 2010 blogs; SP 2010 articles or SP 2010 codeflow projects etc.


    • Edited by Mike Walsh FIN Friday, August 12, 2011 10:34 AM Notes added about the fact that this codeflow project is actually from the writer of this post (who is thus biased in suggesting it)
    • Marked as answer by Qiao WeiModerator Sunday, August 21, 2011 11:12 AM
    Thursday, August 11, 2011 5:29 PM
  • I changed Information management policy settings to trigger a sequential workflow when today's date = keep Until (date). I have a problem to trigger customed InfoPath form from VS2010. The purpose of the form is to allow the user to input whether to extend the file retention (Keep Until date) or delete the file. 

    I changed Elements.xml file to the following:

    <?xml version="1.0" encoding="utf-8" ?>

    <Elements xmlns="http://schemas.microsoft.com/sharepoint/">
      <Workflow
         Name="Sequential_Approval - Workflow"
         Description="My SharePoint Workflow"
         Id="56841c1f-0b7e-496d-8a82-4ba7b408a8c5"
         CodeBesideClass="Sequential_Approval.Workflow.Workflow"
         CodeBesideAssembly="$assemblyname$"
         TaskListContentTypeId="0x01080100C9C9515DE4E24001905074F980F93160">
        <Categories/>
          <AssociationData>
              <Data></Data>
          </AssociationData>
        <MetaData>
          <AssociationCategories>List</AssociationCategories>
            <Task1_FormURN>urn:schemas-microsoft-com:office:infopath:User-Selection:-myXSD-2011-10-11T00-43-22</Task1_FormURN>
             <StatusPageUrl>_layouts/WrkStat.aspx</StatusPageUrl>
       
    </MetaData>
      </Workflow>
    </Elements>

    The Task form should populate keep until field value from the workflow property.

     

    I also configured itemMetadata.xml with these fields in the form to populate at startup.

    It fails to load the form and generate an error. Can you please tell me what is wrong here. Thank you.

     

     


    • Edited by tzzask Wednesday, October 12, 2011 3:05 AM
    Tuesday, October 11, 2011 11:41 PM