Forum Discussion
Anthony_Tudor
Dec 12, 2019Brass Contributor
Make apply retention label a required field
Hi, My organisation is preparing for the move to O365, one of the things we are deciding is the way we going to implement retention policies in the new world. What we would like to do is to creat...
- Dec 13, 2019AFAIK, the only way is to configure a default label that gets applied to all documents.
Dean_Gross
Dec 13, 2019Silver Contributor
check this out https://joannecklein.com/2019/07/26/auto-apply-retention-labels-in-office-365-using-content-types-and-metadata/.
Also be careful when talking about labels, there are many different kinds, Retention and Sensitivity labels have very different implementation rules.
Also be careful when talking about labels, there are many different kinds, Retention and Sensitivity labels have very different implementation rules.
Anthony_Tudor
Dec 13, 2019Brass Contributor
Hi Dean,
Thanks for the link, i've been using that one for the basis of my workaround of applying retention labels via either content types, choice columns or managed metadata.
What my organisation really wants is to be able to have a default retention label applied to all files within the O365 tenancy, much like you can with the previously mentioned sensitivity labels.
From what I can see the only way you apply a default retention label is either the Joanna Klein route or via applying a retention label at the library level, is that a fair assessment?
Thanks for the link, i've been using that one for the basis of my workaround of applying retention labels via either content types, choice columns or managed metadata.
What my organisation really wants is to be able to have a default retention label applied to all files within the O365 tenancy, much like you can with the previously mentioned sensitivity labels.
From what I can see the only way you apply a default retention label is either the Joanna Klein route or via applying a retention label at the library level, is that a fair assessment?
- Dean_GrossDec 13, 2019Silver ContributorWhat kind of industry are they in that requires everything to be retained? That seems like overkill to me.
Joanne is much more focused on this topic than I am and I trust her research.- Anthony_TudorDec 17, 2019Brass Contributor
Hi Dean_Gross its not that everything needs to be retained, its that everything needs a retention policy applied to it. For example, we would want three drop-down choices in the "apply retention label" field: 1 year, 3 years or 7 years. This can be easily done via retention labels, but we would like the 7 year label to be the default label applied to all files uploaded across SharePoint.
As mentioned, aside from using the keyword query editor or applying a default label to each SharePoint library there doesn't seem to be any other out the box way to achieve this.