Unanswered

Is there a way to set the Retention Label at document library level with Power Automate?

(0) Share

Report

Posted on by herschel4Iowa

I've spent several hours trying to find a way to use Power Automate to set the default retention label on a SharePoint library (or lits).

I've found a way to automate & set on list items, but I want to set default on library/list:

https://www.gravityunion.com/blog/2021/5/automate-retention-in-microsoft-office-365

as of 3 years ago, looks like people were asking for this:

https://powerusers.microsoft.com/t5/Power-Automate-Ideas/Get-and-Set-Compliance-Labels-in-SharePoint/idi-p/156112

just thought to ask if this is possible

I know this can be done via CSOM and Pnp, but could not find way to do it using Power Automate.

Categories:

Using flows

I have the same question (0)

All responses (12)

Answers (0)

jherschel7 27 on at

Like (0)

Report

Following up on this? Put in a ticket with MS, but they said it is out of scope. Anybody know of a way to update the _ComplianceTag field for items via PowerShell or Power Automate? We have large libraries with thousands of items using the old Retention Policy and we are migrating to Modern SharePoint using the new M365 policies via Retention Label...

Was this reply helpful? Yes No
jherschel7 27 on at

Like (0)

Report

anybody?

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

Create a folder. Then, put a retention label on it and copy every file into it.
The retention label will be shared with every file inside it. The problems is that you can't manage retention label for a special file. Every file of the folder will have the same retention label.

Was this reply helpful? Yes No
jherschel7 27 on at

Like (1)

Report

Thanks, I ended up writing a PowerShell Script to update on all files in a library where it wasn't already set.

Jon

Was this reply helpful? Yes No
hspatil31 24 on at

Like (0)

Report

Hi Jon.

Kindly let me know what is the script you use? I have the same requirement to apply labels on all list and libraries. Also on all items.

I tried with PowerShell tag Get-PnPComplianceTag but this is not able to find. Getting below errors. Kindly help me how to resolve this issue.

Get-PnPComplianceTag : The term 'Get-PnPComplianceTag' is not recognized as the name of a cmdlet, function, script file, or operable program. Check the spelling of the name, or if a path
was included, verify that the path is correct and try again.

Was this reply helpful? Yes No
jherschel7 27 on at

Like (0)

Report
Here is the script I used, please test on a test site/library before running in PROD!

#COMMENTS: PLEASE TEST ON A TEST SITE, RUN AT YOUR OWN RISK! $siteURL = "YourSharepointSiteUrl" $libName = "Documents" $Label = "YourLabelName" $count = 0 #Connect to Site Connect-PnPOnline -Url $siteURL -Interactive #Get All List Items matching given query $ListItems = Get-PnPListItem -List $libName -PageSize 500 | Where {$_.FileSystemObjectType -eq "File"} #Loop through each Item foreach($ListItem in $ListItems) { #UNCOMMENT OUT BELOW AFTER TESTING #Set-PnPListItem -List $libName -Identity $ListItem.ID -Label $Label $count++ } Write-Host "files updated:" $count

Was this reply helpful? Yes No
hspatil 8 on at

Like (0)

Report

Hi jherschel7,

Thank you very much for sharing the scripts. This is for existing items.

If in list/library new items added then for those items also Retain Policy should be apply.

How to achieve this for new items?

Thanks,
Harish Patil

Was this reply helpful? Yes No
jherschel7 27 on at

Like (0)

Report
Run this on the list/library
Set-PnPLabel -List "Documents" -Label "LabelName" -SyncToItems $true #TRUE sets existing items to label

Was this reply helpful? Yes No
jherschel7 27 on at

Like (0)

Report

PS - you will need to have installed the PnP SharePoint modules

Was this reply helpful? Yes No
hspatil 8 on at

Like (0)

Report

Hi jherschel7,

I am trying below script for applying labels. Under settings Label is getting applied in drop down but Check box (Apply label to existing items in the library.) is not getting selected.

Also I used in script -BlockDeletion $true -BlockEdit $true, it is not applying. After below script if I tried to get Label then still it shows False as Output:

The label '30 Years Delete' is set to the specified list or library.
Block deletion: False
Block editing: False

Script I used:

$siteURL=Sample Site"
Connect-PnPOnline -Url $siteURL -UseWebLogin
Get-PnPLabel -List "InputList" -Verbose
Set-PnPLabel -List "InputList" -Label "30 Years Delete" -SyncToItems $true -BlockDeletion $true -BlockEdit $true

Kindly let me know do I need to add any commands.

Was this reply helpful? Yes No