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Question

Question

Rename Upload from forms with collection information

asked on June 9, 2021

I have uploads that are coming in with a collection:

Month, Year, and upload.

 

When they get into the repository I would like them to be named Month-Year-Name

To assign the month and year to the template, but it just assigns the last month and year to all files found.  For instance if someone uploaded reports from January and March of 2021, the template for both uploads ends up 03 and 21.

I thought if I could just get the month and year into the template, I could rename the entry from that.

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Replies

replied on June 9, 2021

Are you using the "current row" tokens for the month and date? (Can you show us the properties of the activities inside For each Entry?

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replied on June 9, 2021

I've made changes.  Yes, I'm using current row.  It would be nice if when I save a document in a collection, that the document name could include the collection row, but it just saves as documentname, documentname (2), documentname (3), etc.

 

 

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replied on June 9, 2021

OK.  I think I figured it out.  When I save the upload, I don't add the Month to the uploads template.

For each row of the collection I search the repository for the uploads (with the same instance ID and submission ID as the starting entry, but NOT the starting entry) and I sort them by Instance ID.  The first one is the first upload, the second the second upload - at least I hope this is how they are saved...  I'll have to check that out.

Then for each entry I fill out the template adding the month and renaming the entry.  When it goes to the next row and searches the repository, it won't find the one I just renamed because the month field is filled in.

For now this is working.

 

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replied on June 9, 2021

Hm, but the row should have the data from the collection, you shouldn't need to pull them from the doc.

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replied on June 10, 2021

Hi Katy-

It looks like you're searching the repository for each of the uploads. Another way you can do it, if interested, is to instead pull the files from Forms in your For Each Entry loop. Something like this:

 

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replied on June 16, 2021

That is interesting.  I didn't realize we could leave the docs in Forms then upload them with a workflow.  Hmmm.

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