The data type returned from this formula to set to Date and Time. For example if the effective duration is one year, input in the Formula field+365. This is to calculate the expiry date of the Document based on the effective date. The rest to leave as defaultĬalculated (calculation based on other columns) Set Require this column contains information to “Yes”. For example, the effective duration is 1 year then the expiry will occur in 1 year’s time.
This is to determine the expiry date of document. Set Allow selection of to “People and Groups” and Require this column contains information to “Yes”. This is to determine who to alert for the document expiration. You can leave the fields which are already as default when you create the Document Library alone, we are not going to use it. Set This Column is to ‘Hidden (Will not appear in forms)’. Go to Library->Settings>Content Type->Click on ‘Document’->Click on ‘Title’. Set Allow management of content types? to Yes. Go to Library->Settings->Versioning settings. Set Create a version each time you edit a file in this document library? to ‘Create major and minor (draft) versions’. Doing this way shortens the number of characters for URL from 3 to 1 which is beneficial if you use windows explorer mode in SharePoint often because Windows Explorer can only support up to 256 characters for path before you cannot open a file anymore. You can change the underscore to a space as norm after the Library is created as the URL will not change anymore. Using a space is a norm but that results in conversion to %20 when it becomes a URL. I always create names of Library for use in SharePoint join together with underscore(_) because this will create an easier url to be displayed. I have named the Document Library as Documents_With_Expiry. We will only need one SharePoint Document Library to achieve this. Process Documents which needs to reviewed yearly). I will show how we can enhance on that to create an email alert system via email to keep track of Documents which have expiry dates(e.g. One of the main usage of SharePoint is a Document Management System where you can setup a Library to store documents in electronic format and setup version control so that all changes are tracked. Create a document expiry reminder system in SharePoint
0 kommentar(er)
