How to Setup Retention Workflow using Content hub





Step 1: Go to Sharepoint Designer save and publish that workflow from the sharepoint designer and save the workflow as a template.

































Step 2: Deploy the workflow wsp globally.
Step 3: Activate the Workflow Feature in all old team and my site (Site collection and their sub sites) through Power shell and in all New Sites it will be automatically activated through feature stapling (staple the workflow feature with your site template/defination).

Step 4: Go to the Content Hub site and activate the workflow feature in Site Features




Step 5: After publishing come back to Content hub site and attach this workflow to the content type.



Step 6:Update all content types that inherit from this type with these workflow settings. Here is a snapshot to update all content types that inherit from this type with these workflow settings.




Step 7: Add/Edit retention policy to this content type which will trigger the new deployed workflow under Information management policy settings.





Step 8: After adding/editing retention policy publish/republish this content type so that all the changes we have made will reflect to Old sites (Document Libraries and Documents) and their sub sites(Document Libraries and Documents). For republishing Go to manage publishing for this content type.







Step 9: When Content Type Subscriber Timer job from the Central Administration under Monitoring -> Review Job Definitions category will run then the changes will reflect to this content type. (That will run automatically)

Step 10: Go to your site/subsite where you want this workflow to attach with a Document Library inheriting content type.

Step11: Check the compliance details of existing or newly uploaded document to previously created Document Library. The compliance details will show the retention policy details the workflow details which will be started when retention event will trigger. Refer the Screenshot of compliance details:




When the document is about to expire and retention event is triggered. The workflow will be started.

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