I am attempting to create a SharePoint 2013 workflow for use with archiving & document retention policies. All of our content (not including search & MySites) is in one site collection, spread across sub-sites (SPWebs).
It is a requirement from the business that when a retention policy goes into effect on a file, the file should be sent to an archive library (in the same site collection, for now) with metadata that somehow signifies where the file came from before it was archived.
Previously, I set up a managed property SiteTitle using the crawled property “ows_SiteName”. The SiteTitle property gives the name of the sub-site (SPWeb) that the document is currently in, as of the latest search crawl. I have done a full crawl since setting that up, and SiteTitle is currently in use as a search refiner in our Search Center – so I am positive that SiteTitle works and has a value for every document in the site collection.
I want to create a reusable workflow that will:
- Move the document to the Archive library
- Preserve existing content type & metadata of the document (Please assume that the Archive library can handle this, i.e., that it has all relevant site collection content types + columns available)
- Add metadata for “Original Sub-Site Name” (SiteTitle) and/or “Original Sub-Site URL” (crawled property ows_SPSiteURL / managed property SPSiteURL) on the document.
I very much appreciate any assistance you can provide that will achieve the end result (archive a file with reference to where it came from before it was archived), however the end solution is implemented. Thank you for reading!
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