There have been instances when the SharePoint super users behaves adventurous and test SharePoint capabilities. As a result of their playing around and testing the system, they create entries here and there and then forget about them completely. One such user came to me with an error “Something went wrong” (default SharePoint error message) while he was trying to add content type to the document library. Continue reading “Error on adding content types to document library”
- You must log on to your SharePoint site with admin rights.
- Click on View All Site Content and click on Create
- Select Lists from the left and select Surveys from the list
- Enter the name of your survey and click on Create.
- Enter your question and click on Next Question until you finish entering all your questions one by one. While filling in the questions, you can select the field type for each question and proceed. You can also branch your users according to their responses, how to do that, we will see later in this post.
Hope this helps
- Navigate to your Record Center
- Go to Site Settings
- Click on Content Organizer Settings under Site Administration
- Select the Web URL and copy it to clipboard/notepad (we will use it later)
- Ensure that you have the required permissions to perform this procedure. To create a connection, you must be a member of the Farm Administrators group.
- Go to SharePoint Central Administration, under General Application Settings, click Configure Send To Connections.
- In the Web Application field of the Configure Send To Connections page, select the Web application that hosts the site collections from which documents will be sent.
- From the Send To Connections list, select New Connection.
- In the Display name field, type a name for this connection. This is the name that users will see as one of the options to which to send a document.
- In the Send to URL field, enter the URL which we copied in the initial steps. Click “Click here to test” if you want to confirm that you have entered a URL to a Content Organizer. This should bring you up the web service that transfers the document from source to destination.
- To display this connection in the list that appears when a user clicks Send To, select Allow manual submission from the Send To menu.
From the Send To action list, select one of the following values:
- Copy: Select this option to create a copy of the document and send the copy to the destination repository.
- Move: Select this option to delete the document from its current location and move the document to the destination repository. Users will no longer be able to access the document from its original location.
- Move and Leave a Link: Select this option to delete the document from its current location, move it to the destination repository, and leave a link at the current location indicating that the document has been moved. When a user clicks this link, a page will appear that displays the URL of the document and the document’s metadata.
- In the Explanation dialog box, type the information to be added to the audit log when the user sends a document by using this connection. If you selected Move and Leave a Link in the previous step, the page that appears when the user clicks the link will also display the explanation.
- Click Add Connection to create the connection.
- Click OK.
To start with applying retention to your library items, let us create a content type and then we will apply the retention to the content type which will drive the documents throughout their life cycle.
- Follow this post for Creation of custom content types
Now that we have our content type ready, document is in the library with valid value in the metadata field, we can proceed to apply retention to the content type.
Step 1: Click on Library Settings > Information management policy settings (under Permissions and Management)
Select Declare Record and click on OK.
The SharePoint job which works in background to make the retention work is Information management policy job and Expiration policy job. They can be scheduled as per your organization policy going into the Central Administration > Monitoring > Review job definitions (under Timer jobs).