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Question

Question

Rearrange date format

asked on October 12

I have a customer that would like a document named with year month then date after the document type. I have used custom format and it inputs it that order but when I use workflow to rename the file it puts it in as mm/dd/yyyy. 

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Replies

replied on October 12

Hi James,

Try token formatting.

If your document name is "%(Document Type) - %(Date)" (e.g. "Invoice - 10/12/2017") and you want to reformat the date, then you can right-click on the Date token and click "Token Editor." This will bring up a dialog box for you to specify the date format you want.

yyyy: Year, 4 digits

MM: Month, 2 digits / MMMM: Month, alphabetic

dd: day, 2 digits

See more here.

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replied on October 12

I am retrieving the date from a field not the system date will that matter

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replied on October 12

It will not, I only used %(Date) as an example.

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replied on October 12

Is there a way to accomplish it using a date field? I have tried using custom and as it shows correct on the template field when it uses it as part of the name it puts it back in short date format

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replied on October 12

Misread your answer sorry about that

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replied on October 12

What does the format for your date field look like? Here's how I would create a custom date format in the admin console:

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replied on October 12

I had then when workflow renamed the document it would put it back in the short date form. The solution you provided me works. Thanks so much

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