[Autogenerated] Hi. This lesson we're
going to create an apply content type.
Retention policies were here on the sales
team site. It is a group connected site.
Now the process is going to be a little
bit different between the group connected
site and a traditional SharePoint site
collection. And I'm gonna show you how to
do it in both. But we're gonna start here
with our group connected site. When we
want to create a retention policy for a
content type, we need to go to our
settings gear and go to site information.
We're going to scroll down and click on
view all site settings because we want to
get to our site settings. Now we're gonna
click on our site content types. And once
we click here, we will select the content
type that we want to apply this retention
policy to, and we're going to select sales
proposal. This is a custom content type
that we created. We're going to click on
that and we'll see information management
policy settings. If you don't see this
option, that could mean that site policies
has not been turned on. That's something
that has to be done by the site.
collection administrator. But if you have
this information management policy
settings, you're okay. We're going to
click there, and we can now create a
policy for this sales proposal. We're
going to give it a description first. CLI
mhm. All right, and my description is
going to be. This policy will delete items
created from this content type after one
year. That's the policy we're going to
create. It's just, you know, it's just an
example. I'll show you how you can create
different types of policies. As we go
forward, we can create a policy statement
which will be displayed. The end users
when they open items subject to this
policy and we'll add something here. Our
statement will be. This item will be
deleted after one year. Now we have to
click here to enable retention, and this
will then allow us to create a retention
stage. We're going to click on add our
attention stage and we will see the
options that we have here. The event
specify what causes the stage to activate
and the time period when the item was
created, modified, they submitted decision
due date or declared record. We're going
to choose, created and you can change it
two years, days, months. You can set it to
whatever you want. Like I said in our
description, we're gonna make it one year.
The action. What do we want? Tohave moving
to the recycle bin permanently delete
transfer to another location. This is a
very good one. Start a workflow, skip to
next stage, declare record, delete
previous drafts or delete all previous
versions. These are the options that we
have. And like I said, I'm going to keep
it simple and just move to the recycle
bin. Now this. If it is an event that can
recur, you can choose to recur this event.
It could be recurring as many times as you
want or, you know, you set the period
here. You can kind of see it. It's great
out for how many years, months, days.
We're going to click, OK, and you can
stack these retention stages. You can add
mawr steps in your retention policy, But
like I said, we're gonna keep it simple.
Once that's done, I'm going to click. OK,
And now we have created that retention
policy for the sales proposal content
type. And if we go to this library sales
team site. We're using that content type
here. Now, remember, when you set a
retention policy on a content type at the
site level like we just did? It's going to
be applied everywhere. That content type
is in use through all sites on sub sites,
on the site collection, all libraries, all
lists. So you have to be aware of that.
Now we're going to click on the library
settings here for this sales team library
because I know this library uses that
content type. We're gonna click on
information management policy settings
will click there, and we see the sales
proposal. Content type is using the custom
policy, and it gives us that description
so we concede e that it's going to use it
in this library. But remember, it's going
to use it. Any library, any list where
this content type is in use now, if the
policy has been set at the site level like
we just did, UI applied this policy to
this content type site wide. You can't
change it here. If I only wanted it to be
applied in this library, or maybe I didn't
want it to be applied in this library. If
I click on sales proposal, you'll see you
cannot change the policy settings for this
current type because it inherited the
settings from the parent content type. So
if you wanted to set the policy just for
one particular library, let's say you
could go ahead and we're going to do it
for this document content type here. And
this is Onley in this library. We-can
click on this here and we have the same
options again to create a policy for this
content type only in this library, this
sales team site. So now you know how to
apply content type retention policies in a
group connected site in SharePoint. That's
it for this lesson. Thanks for listening, and I'll see you next time.