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Retention Stage Action - can't find associated Workflow RRS feed

  • Question

  • When I create a Retention Stage for an Information Management Policy and set the Action to 'Start a workflow', I get the error, 'There are no workflows associated with this list.  Select another action.'  Why doesn't it find one of my workflows?  I have two list workflows that I can run successfully manually.  I also created a workflow using a reusable workflow and associated it with the list, but that didn't work either.  I'm using Sharepoint Online/Office 365.  Thanks for your help!
    Thursday, June 19, 2014 5:45 PM

Answers

  • Hi Bobln,

    According to your post, my understanding is that you cannot get the workflows when using “Start a workflow” action in the IRM Retention Policy in SharePoint 2013.

    Were the workflows created by using the SharePoint 2013 Workflow Platform?

    If yes, the workflows will not be available when using “Start a workflow” action in the IRM Retention Policy.

    It is because SharePoint 2010 workflow associations are the only kind of workflow that's surfaced by the IRM Retention Policy.

    So, I recommend you to use SharePoint 2010 workflow instead.

    For more reference, you can refer to:

    http://support.microsoft.com/kb/2894497/en-us

    Best Regards,

    Thanks


    Victoria Xia
    TechNet Community Support

    • Marked as answer by JasonGuo Sunday, June 29, 2014 3:54 AM
    Friday, June 20, 2014 9:06 AM
    Moderator

All replies

  • Does any other workflow works fine.

    How was this workflow created. What does this workflow do

    Hope you have followed steps as per below article

    http://www.future-processing.pl/blog/retention-policy-in-sharepoint-2013/

    Try

    http://social.technet.microsoft.com/Forums/sharepoint/en-US/d7c6c341-cf8d-4742-8a0f-71d782fe99d8/retention-policy-able-to-trigger-the-workflow-site-collection-level-while-not-able-to-trigger-the?forum=sharepointgeneralprevious

    Go to Top level site settings > Site Collection Administration > Site Collection policies > Activate "Library and Folder Based Retention".

    "Information management policy" and "Expiration policy" are the 2 timer jobs which are responsible for retention policy. By default both will work "Weekly" change it to "Daily" in Central Admin > Monitoring >Review job definitions > Find "Information management policy" and "Expiration policy".


    If this helped you resolve your issue, please mark it Answered

    Friday, June 20, 2014 5:38 AM
  • Hi Bobln,

    According to your post, my understanding is that you cannot get the workflows when using “Start a workflow” action in the IRM Retention Policy in SharePoint 2013.

    Were the workflows created by using the SharePoint 2013 Workflow Platform?

    If yes, the workflows will not be available when using “Start a workflow” action in the IRM Retention Policy.

    It is because SharePoint 2010 workflow associations are the only kind of workflow that's surfaced by the IRM Retention Policy.

    So, I recommend you to use SharePoint 2010 workflow instead.

    For more reference, you can refer to:

    http://support.microsoft.com/kb/2894497/en-us

    Best Regards,

    Thanks


    Victoria Xia
    TechNet Community Support

    • Marked as answer by JasonGuo Sunday, June 29, 2014 3:54 AM
    Friday, June 20, 2014 9:06 AM
    Moderator
  • Make sure you add the workflow to your content type first.  If you don't add the workflow to your content type you get the  'There are no workflows associated with this list.  Select another action' message. 

    To add a workflow go to

    Content type settings
    Workflow Settings
    Add a Workflow

    Choose your workflow, add a name and click OK.

    You can also view Step 7 on this page for a detailed image. 

    https://social.technet.microsoft.com/wiki/contents/articles/33157.sharepoint-2013-create-reusable-workflow-on-content-type-using-sharepoint-designer-2013.aspx

    Wednesday, July 11, 2018 3:22 AM