Solved

SharePoint 2013 List Item Archive

Posted on 2015-01-28
6
224 Views
Last Modified: 2015-02-25
I need an Out of the Box (OTB) or SharePoint Designer solution for this:

 I have a SharePoint 2013 Document Library.

 I want to Archive items in this document library that meet the following criteria:  

 STATUS = Not Approved, Delivered, or Canceled Last modified is >= 90 days since last modification was made

How would I create a workflow to archive items that meet the criteria in SharePoint Designer 2013? This requires specific stes if at all possible.

Thanks in advance for any and all help.
0
Comment
Question by:Lord_Dragon
  • 2
6 Comments
 

Author Comment

by:Lord_Dragon
ID: 40575774
I'm sorry but what does that mean?
0
 
LVL 3

Accepted Solution

by:
Waddah Dahah earned 500 total points
ID: 40575819
Create a new column name it STATUS. then create a workflow make the condition if Status is equal to Not Approved, Else if the Status is equal to Delivered etc.. regarding the retention of 90 days i need to check my lab and see if this is doable.

Regards,
Waddah
0
 
LVL 44

Expert Comment

by:Rainer Jeschor
ID: 40578155
Hi,
unfortunately if you use SharePoint Foundation 2013 there is no OOTB solution - in SharePoint Server edition you can use the retention policies.
Therefore a workflow is the only non-programmable solution.
Here is a beautiful blog post, describing the necessary steps (querying the document library, moving documents ...):
http://plumsail.com/blog/2014/06/how-to-move-documents-using-workflow-in-sharepoint-2013-and-office-365/
Also the scheduling to run the workflow daily is mentioned.

Alternative way would be a Powershell script - which is coding, yes, but in my eyes also an OOTB solution as there is no need for any deployment. And the script can easily be scheduled.

HTH
Rainer
0
 

Author Comment

by:Lord_Dragon
ID: 40579481
I want to Archive items in this List (not document library) that meet the following criteria:  

  STATUS = Not Approved, Delivered, Canceled or Last modified is >= 90 days since last modification was made


What would the script be to accomplish this?
0

Featured Post

Use Case: Protecting a Hybrid Cloud Infrastructure

Microsoft Azure is rapidly becoming the norm in dynamic IT environments. This document describes the challenges that organizations face when protecting data in a hybrid cloud IT environment and presents a use case to demonstrate how Acronis Backup protects all data.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Sharepoint Max date with criteria 2 81
DataTables - table not rendering.  No error either 5 65
Error while setting up the Server Farm Account 8 41
IT Desktop Support 11 71
The canonical version of this article is on my web site here: http://iconoun.com/articles/collisions/ A companion presentation is available here: http://iconoun.com/articles/collisions/Unicode_Presentation.pdf
Article by: Leon
Software Metering within our group of companies has always been an afterthought until auditing of software and licensing became a pain point. Orchestrator and SCCM metering gave us the answer and it was an exciting process.
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…
The viewer will learn how to use a discrete random variable to simulate the return on an investment over a period of years, create a Monte Carlo simulation using the discrete random variable, and create a graph to represent the possible returns over…

770 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question