**Corrections from initial posting**
What I’m trying to do: I want to set a policy on a custom list – based on the date an item was created. I want the item to be deleted after 30 days.
The short story: You can certainly do this, but in some circumstances (trying to nail these down) you may need to create the policy at the site collection level and reference it from the list.
The longer story: My first thought was that I’d just go to the list and set a quick policy – like this:
On your list, try the following:
- Go to List Settings
- Select Information management policy settings
- Select Define a policy…
- Select OK
- Check the Enable Expiration box
I would expect to be able to select the radio button for setting a retention period based on a date within the items metadata properties. WRONG. For some list types (custom lists and Link lists) this doesn’t work.
You can still get your policy, you just have to first define it at the site collection level. Then at Step 3 above select Use a site collection policy and pick the policy that you’ve
Is this documented? Yes, it is as a note on this page. But we’ve tested a number of circumstances where the statement/note made in the MS documentation is not correct.
Again, SharePoint does what we want, just not the initially intuitive way we might think it would work.
Now get back to work. 🙂