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Renaming an infopath document through a workflow

  Asked By: Noemi    Date: Jan 05    Category: Sharepoint    Views: 2993

I have an infopath form that I want to rename within a workflow. I want the Name
of the document to include the SharePoint ID of the record. At the moment I am
taking the max ID from the list and adding one to it within the form, however
this is not working because the max ID is returned only for the records that the
user has permissions for and not the true max ID.
I have been able to modify a field in the form through the workflow but not the
actual name of the document.



8 Answers Found

Answer #1    Answered By: Leeann Hull     Answered On: Jan 05

What if you were to write a webservice method (or maybe even use an existing
one) to return the *true* max  ID?

Answer #2    Answered By: Vaasu Radhakrishna     Answered On: Jan 05

Although I have no idea how I would call a web
service from within the InfoPath form.

This could, however, still result in problems if two users were to fill out
forms at the same time. They would both be given the same MAX ID. If I set this
after the form  has been saved there is no chance of a duplicate.

Answer #3    Answered By: Brinda Bca     Answered On: Jan 05

Have you considered using an event handler for this?

Answer #4    Answered By: Sheryl Velez     Answered On: Jan 05

I would have thought that an Event Handler will require the same sort of update
as I will be performing in a workflow. Both are updating the SharePoint ListItem

I guess I could do it with the Inserting Event and try to modify  the name prior
to the save. I can then still use the workflow  to modify any fields if required
later in the process.

Answer #5    Answered By: Alexandra Lewis     Answered On: Jan 05

You can do with workflow  easily. Just in workflow build a dynamic string and
save as a parameter adding  the ID with whatever else you want the name to be and
then set field  in current item and select name (for use in forms) and set to

Answer #6    Answered By: Himanta Barthakur     Answered On: Jan 05

how have you been able to modify  a field  in the form  through the
workflow? Promoted fields, yes, others? Any blogs or pointers? I've never
seen/heard of this.

Answer #7    Answered By: Mansi Revenkar     Answered On: Jan 05

I used this article to help me with the setting of a field.


There are a lot of good articles at this site relating to InfoPath.

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