Hold and Release Documents

You can use the SharePoint Remote Connector to place holds on list items in SharePoint.

When the connector places a hold on a document, the document is left where it is and cannot be edited or deleted. The connector does not support in-place holds, introduced in SharePoint 2013, which allow documents to be edited or deleted while the version that was held is preserved.

The connector can be used to place multiple holds on a document - for example when you are placing holds for different legal cases. An item cannot be edited or deleted until all of the holds placed on it are removed. The hold to which you want to add items is specified by the HoldName parameter in the connector's configuration file. You can override this parameter in the hold fetch action by using the config action parameter to supply a different configuration.

To place and release holds, the following properties must be present in the document identifiers used in the hold or releasehold actions:

SITECOLLECTIONURL The URL of the site collection that contains the item.
SITEID The GUID of the site that contains the item.
LISTID The GUID of the list that contains the item.
LISTITEMID The integer ID of the item in the list.

These properties are included in all identifiers returned by the connector.

Place a Hold on a List Item

To place a hold, use the Hold fetch action. You must specify the identifiers of the documents to hold. You can use the config action parameter to specify configuration settings to use, such as the name of the hold to which you want to add the documents:

http://host:port/action=Fetch
                          &FetchAction=Hold
                          &Identifiers=Document_Identifiers
                          &Config=...

For more information about this action, refer to the SharePoint Remote Connector Reference.

Release Documents

To release documents, use the ReleaseHold fetch action. You must specify the identifiers of the documents to release:

http://host:port/action=Fetch
                          &FetchAction=ReleaseHold
                          &Identifiers=Document_Identifiers
                          &Config=...

For more information about this action, refer to the SharePoint Remote Connector Reference.