Policy to move documents after 1 month.

[sboyd]

I have an InfoPath form published to a SharePoint Libray. As many as
100 documents will be submitted each day. I would like to set up
something that will move any document that is over 1 month old to
another document library and then delete from that library after a
period of time.

Is there a way to do that? I'm not sure if this forum is the best
place to ask this but I can't seem to find a SharePoint forum that is
as good as this one so if anyone knows of one, please direct me to it.

Thanks
Sandy

 

[Gavin McKay]

Hello,

The only other forums that could help would be the Windows SharePoint
Services forum or Microsoft Office Sharepoint Server forums, because I think
the solution isn't InfoPath-specific.

There are two ways I can think of - using a SharePoint policy, or a custom
app.

Using Sharepoint Policies you can create a workflow using (for example) the
SharePoint designer that would move a form to a specific location. You can
then set up "Information Management Policy Settings" (it's in the form
library settings area) to use this workflow and set up an expirate date for
your forms.

The other way would be to create a custom (for example) .NET app that would
iterate through the forms on a scheduled time and manually move all the old
forms using the SharePoint API.

HTH

Gavin.

 

[sboyd]

Hello,

The only other forums that could help would be the Windows SharePoint
Services forum or Microsoft Office Sharepoint Server forums, because I think
the solution isn't InfoPath-specific.

There are two ways I can think of - using a SharePoint policy, or a custom
app.

Using Sharepoint Policies you can create a workflow using (for example) the
SharePoint designer that would move a form to a specific location.  You can
then set up "Information Management Policy Settings" (it's in the form
library settings area) to use this workflow and set up an expirate date for
your forms.

The other way would be to create a custom (for example) .NET app that would
iterate through the forms on a scheduled time and manually move all the old
forms using the SharePoint API.

HTH

Gavin.

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- Show quoted text -

Thanks. Sounds pretty complicated. I'm new to SharePoint so I have a
lot to learn.

Sandy