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Update Title when data fields change

Last post 10-03-2017 07:23 AM by TOE_CHEESE. 4 replies.
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  • 09-29-2017 10:31 AM

    Update Title when data fields change

    I have a form that when submitted creates a file name (Title) based on a concatenation of data fields. My user community can open and edit the form. The edits may include changes to those data fields used to create my file name. Is it possible to update/rename the file name based on the new data in the fields I use to create my file name? I don't want to create a new file, simply rename the existing.
  • 10-02-2017 07:45 AM In reply to

    Re: Update Title when data fields change

     Only thing I can think of would be to use SharePoint workflow for this. Have a field in the form you use for the original file name (so it isn't impacted by field changes) and promote it with the setting that it can be modified from the list. Run workflow on items, check to see if they need to be renamed - if so, rename and update that filename field so the submit connection uses the right name the next time.

    Hilary Stoupa

  • 10-02-2017 03:12 PM In reply to

    Re: Update Title when data fields change

    Hiliary, Thanks for the reply. I have created a WF to set the Name(for use in forms) to Current Item: FileName I have also tried the WF setting the Title field to Current Item:FileName. FileName being the field I'm using to capture the concatenation of my other data fields. However, a new file is being created instead of renaming the existing file. My submit connection is set to allow overwrite if file exists.
  • 10-02-2017 03:22 PM In reply to

    Re: Update Title when data fields change

     I think you have an order of operation issue. :) Is FileName using a default value made up of your other fields? When does the duplicate happen? Basically, I think the steps that need to happen are:

    1. Form resubmits with same name (so that a dupe isn't created)
    2. Workflow runs, checks the FileName field against the fields that you used for the initial name
    3. If they are the same - workflow stops
    4. If they are different - workflow updates the FileName field (for future submits) and renames the file

    Does that make sense? 

    Hilary Stoupa

  • 10-03-2017 07:23 AM In reply to

    Re: Update Title when data fields change

    Got it working. Yes, you were absolutely correct in it being an operational issue. I was trying to rename the file on submission rather than checking the filename after submission. Thanks again for your help.
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