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Question

Question

Create workflow rule or condition to occur based on number of days rather than specific date

asked on August 22, 2016 Show version history

Is it possible to setup a condition or workflow rule that would move or delete documents after they are a specified number of days old instead of providing a date and schedule based on a specific date.  The reason I need to do this is the documents need to remain accessible for a certain number of days from creation, rather than being moved/deleted on a specific day of the month.  

 

 

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replied on August 22, 2016

Yes, you can. You can have workflows start on a schedule. In this case, you can have a daily schedule, that searches for documents older than, say, 30 days (using the Date Token Calculator to find the date 30 days ago and Search Repository), then moves them.

Let me know if you need more details.

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replied on April 6, 2017

I am interested in this as well. I have documents in a folder in a repository that I would like to delete after they are 30 days old. Do you have a sample workflow you would be willing to share? I am new at building workflows so any help would be greatly appreciated. 

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replied on April 6, 2017

This thread has the basic flow. It's searching forward rather than back, but that should be a simple matter of subtracting 30 days instead of adding them. 

You'd want to search for creation date. Then you go through the search results with For Each Entry and delete them.

You should end up with something like this:

 

You'll probably want a more refined search that includes the path and maybe other criteria.

The starting rule would be a daily schedule.

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replied on April 6, 2017

Thank you! This helped me a lot.

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