Forum Discussion
Calling all experts in retention labels!!!!
I've discovered a workaround, not ideal but does the job....
If an item has no retention label when deleted, and you need a label applied, you can set a default retention label on the preservation hold library - so the item will have one applied there.
1. publish the default retention label via retention label policy to the location
2. via the preservation hold library settings, apply the label to items in that library
I've confirmed that items with a different retention label will retain that label when deleted (and copied to the preservation hold library - they wont inherit the default label from the preservation hold library settings).
This means that each preservation hold library in the tenant will need to have a default label set, a little painful to set up and maintain but does fill the gap.
- AndrewWarlandJan 04, 2024Iron Contributor
Thanks Shane that's an interesting workaround. A 'dumb question', if an item does not have a retention *label* applied when it is deleted in a library how can it go into the PH library? (Unless it was subject to a retention policy).
Of course, if users use the 'Move to' function, that creates another interesting problem because it technically copies and re-creates the item to the new location with the original metadata etc and deletes it from the original location - putting it into the Recycle Bin AND the PH library if subject to a retention label/policy.
- IM_ShaneJan 05, 2024Copper Contributor
That's a very good question, and yes, your assumption is correct - there is also a retention policy in place in this scenario.
Thanks for mentioning the 'Move to' (copy) scenario too. I've encountered this in the past other EDRMS using on-prem SharePoint as the front-end. There'd be a lot of happy records managers if that one ever got addressed!