Disposition Approval Workflow
The Disposition Approval workflow is meant to be used in order to ensure that SharePoint does not
become cluttered with documents that are no longer needed. The disposition approval process entails
simply choosing whether a document should be deleted or not. If a document is to be deleted, optionally
select a checkbox to indicate if a copy of the item’s metadata should be retained in the audit log..
1.For create a disposition workflow for a document library select Library tab then select Library Settings. 2.Select Workflow settings
3. Select Disposition Workflow from Workflow options.Give name to WorkFlow and click ok.
4.To start Workflow for a document Click on the document and select Workflows
5.Click on the Workflow name to start workflow.
6.WorkFlow Started
7.Click on WorkFlow status will display details about the workflow
8. Click on the title of the document.
9.Select Delete this item to delete the document.If you wanted to keep copy of items metadata check the option Retain a copy of the items metadata in auditlog.
In SharePoint Designer only the Approval ,collect Feedback ,collect signature workflows are there .This is by design .You can copy end
edit these workflows .
As for the disposition workflow , you can build a workflow in SharePoint Designer to achieve the function .
become cluttered with documents that are no longer needed. The disposition approval process entails
simply choosing whether a document should be deleted or not. If a document is to be deleted, optionally
select a checkbox to indicate if a copy of the item’s metadata should be retained in the audit log..
1.For create a disposition workflow for a document library select Library tab then select Library Settings. 2.Select Workflow settings
3. Select Disposition Workflow from Workflow options.Give name to WorkFlow and click ok.
4.To start Workflow for a document Click on the document and select Workflows
5.Click on the Workflow name to start workflow.
6.WorkFlow Started
7.Click on WorkFlow status will display details about the workflow
8. Click on the title of the document.
9.Select Delete this item to delete the document.If you wanted to keep copy of items metadata check the option Retain a copy of the items metadata in auditlog.
In SharePoint Designer only the Approval ,collect Feedback ,collect signature workflows are there .This is by design .You can copy end
edit these workflows .
As for the disposition workflow , you can build a workflow in SharePoint Designer to achieve the function .
- Add an Start an approval process in the workflow .
- Edit the Approval(1) >Change the behavior of the overall task process .
- Find the ‘When the task process completes’ .Add a delete item action under ‘if variable:IsItemApproved’ equals No .
- In this way if an item is rejected ,it will be deleted .
- Use this workflow with an information management policy .Add a retention policy .Set the action as Start a workflow for the retention stage .
- You can also change the Approve Or Reject button label in SharePoint Designer to Save and Delete :Clicking on Approval(1) .Find the Task Outcomes and choose Rename in the ribbon .
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