cecilren
Canvas Initiate

How to change the name of item when submitted

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We would like to change the name of item by using the set value action when submitted but get an error .

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fhunth
Workflow Veteran

Re: How to change the name of item when submitted

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Before your action to change the name , use the action "Commit pending changes"

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burkslm
Nintex Newbie

Re: How to change the name of item when submitted

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What is the error?

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burkslm
Nintex Newbie

Re: How to change the name of item when submitted

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Shouldn't you be using the Update Item action?

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cecilren
Canvas Initiate

Re: How to change the name of item when submitted

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I've tried both set field value and update item.  When I upload a new document, I have an action to rename the file to a standard we want to use.  When I click to save the metadata window on the typical file  uploaded, I get this message "The file Shared Documents/Sample2.pdf-17.pdf has been modified by crenshaw on 12 Mar 2015 15:09:14 -0500."  I select cancel and the file is uploaded and the name is changed (no workflow error).  I want to avoid the error message when they're saving the file.  I tired Commit changes as the first action.

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kapilkjoshi
Automation Master
Automation Master

Re: How to change the name of item when submitted

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It may be because the workflow is executing as soon as the document is uploaded. When you are entering the metadata, the workflow is already in progress. Try pause at the start of the workflow or trigger the workflow based on the metadata of the document.

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cecilren
Canvas Initiate

Re: How to change the name of item when submitted

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Kapil - perfect.  It works great now. thank you.

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kapilkjoshi
Automation Master
Automation Master

Re: How to change the name of item when submitted

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Glad it worked...pls mark it as answer if it pleased you

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