Question

I am working on SharePoint 2013 site collection. and i want to be sending emails & update list items if the item has a status of "New" & its review date = Today.

To achive this i did the following steps:-

  1. I created a reusable workflow and i assign the workflow with a content type, as follow:-

enter image description here

now the workflow will check the item status & review date and then will send an email and update the item status accordingly.

  1. then i went to "Site Collection Setting >> Content type", and i set the following retention policy for the content type:-

enter image description here

Now I am not sure if this mean that the workflow I define in step number 1, will run for each item inside the associated list ? or i need to have a loop inside the workflow to check all the related items ?

Was it helpful?

Solution

The workflow will run for each item that meets the retention policy. When the timer jobs process the information and finds an item that is to expire, it will do what ever is specified as per the policy. If is to move it to the recycle bin, it moves all matching items to the recycle bin. If it is run a workflow, it runs a workflow on each item.

This process is handled by 2 timer jobs on the server, their default setting is to run weekly. They are information management policy and expiration policy.

Information management policies are a great way to manage content.

Licensed under: CC-BY-SA with attribution
Not affiliated with sharepoint.stackexchange
scroll top