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Microsoft Office 365, Microsoft Teams, Microsoft SharePoint Server, Microsoft SharePoint Online, Microsoft Exchange Online, Azure DevOps & App Services, Azure Machine Learning

Building SharePoint-Friendly File Plans using InfoPath

John Holliday

June 13, 2012

With a little effort, you can leverage InfoPath to reduce the complexity of records center configuration by capturing all of the required elements in one place, and then pushing them out in various ways, depending on your overall information architecture strategy.
Table of Content

Configuring a SharePoint records center site involves many steps that must be properly orchestrated in order to achieve the desired results.

As an example, most records management solutions use content organizer rules to route incoming records to a particular document library or folder so they can be associated with specific information policies and retention schedules.  But configuring the content organizer requires that the site columns, content types, document libraries, folders and other components are constructed beforehand. The situation is even more challenging when working with target locations external to the site collection being configured.

Note: You can download the code for this solution here: 

SharePointArchitects.FilePlanner.zip

With a little effort, you can leverage InfoPath to reduce the complexity of records center configuration by capturing all of the required elements in one place, and then pushing them out in various ways, depending on your overall information architecture strategy.

Building and Using SharePoint-Friendly File Plans

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