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Question

Question

change name of uploaded doc for forms email task

asked on December 14, 2017

Hi! We have a process where the end user fills out a form and uploads a file and then clicks submit. At the end of the process an email is sent back to the end user with the completed form and uploaded document attached. Is there a way to change the name of the uploaded document that is originally submitted to conform to a naming standard automatically? So the originally uploaded document is called "Document 1 for process" but when they receive the final email it is called "LastName, FirstName Location Year Month Day" ? Is there a way to do this within Forms or only by Workflow?

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Replies

replied on December 14, 2017

As far as I know, only in Workflow.

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replied on December 18, 2017

I've created a workflow and it is renaming the uploaded documents in the repository (it's actually renaming all documents to the same thing instead of the specific instance doc's) but when the Process Diagram sends the notification email with document attached it still has the original file name and not the workflow named one.

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