Requirement: Set up a workflow to automatically remove inputs within a column
Problem: I want to set up the workflow so the items are deleted from the column on the same day every month. The problem is if I add the pause until date I would have to update this date every month. If I add the pause for so many days then the days would start over every time a change is made.
Question: How do I set the workflow up to remove items from the column the same time every month?
I am using SP Designer 2010 for the workflows
Thank You for this. Unfortunately, our information management policy settings does not have this. I am not sure why. I have been solely using SPD. I am also trying to figure out how to keep that date so anytime someone goes in to change the item it doesn’t retrigger the workflow and change the date.
First, create a workflow according to your condition (remove inputs within a column) and publish
Second, go to the list or library setting -> Information management policy settings -> under Content Type Policies click “Item”
Then, click “Enable Retention”-> click “Add a retention stage…” -> you will get the pop-up like below:
Finally set the property as per in the image. In the action, select workflow and select your workflow which you created in the first step in the ‘select your workflow’. In recurrence section, select repeat check box and recurrent period to 1 month. That’s it, it will trigger your workflow every month. Hope this will help you!
