Hello-
I’m still new to SharePoint and attempting to create a workflow for a library that seems to work intermittently. The idea is that I want to move documents to the archive once the date entered there is reached where applicable (most will be blank, hence first line). I created the workflow in SharePoint Designer:
Step: Step 1
If Current Item:Archive Date is less than or equal to 1/1/1900 12:00:00 AM
Stop the workflow and log No Date
Wait for Archive Date to be less than or to equal Today
Log Workflow started to the workflow history list
Copy item in Current Item to Archive
Delete item in Current Item
Log Document archived to the workflow history list
In Start Options, I have allow manual start, start when item is created and when item changed checked.
Lately, when that date is reached, nothing happens. If I go in and change it to another past date (like last month, for instance), it might kick in the workflow.
I’m hoping this is an obvious fix for someone!
Thanks in advance,
Stephanie
Hi Stephanie,
Once you stop a workflow, it will not start again. It starts over from the beginning. The best approach would actually be to use Information Management Policies on the library, to initiate a workflow and copy the item. That way there is no “waiting/pausing”. Information Management Policies allow you to create retention policies based on dates.
Here is an example of how to set it up.
https://sharepointduffbert.com/2014/07/17/using-the-information-management-policy-specifically-the-retention-policy-in-sharepoint-2010/
