Documents – Rename Document

The ‘Document – Rename File’ activity lets you specify filters on how to find an attachment, and if there’s a match, renames the file. The file that is updated is the most recently created note to match the criteria. The activity will look for the file on the entity which the workflow is running.

Examples:

  • An account workflow generates an document from a Word Template, then you rename it to today’s date.

Input Parameters

Parameter Name Type Description Default
New filename (including extension) Text What the matching file should be renamed to. {null}
Filename must contain… (optional) Text If you want to match some or all of a filename. Does not accept wildcards, it’s a Contains match. Ex: .docx or Account Summary {null}
Only as far back as {value} Whole Number The numeric part of how recent a note has to be created in order to be considered. Ex: 5 minutes, 3 days, 2 years. 5
Only as far back as {units} Option Set The term part of how recent a note has to be created in order to be considered. Ex: 5 minutes, 3 days, 2 years. Minutes

Output Parameters

Parameter Name Type Description
Document Has Been Updated Boolean Indicates if a file has been renamed.