Changing the file name of an attachment on a note

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Posted on by Peragin

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Hi all,

We are generating a document using the setwordtemplate in a workflow which creates a docx within a note against the desired record. This works well except we would like to reflect the name of the contact in the filename. Assuming we can't do this during the generating process, how can we change it afterwards using a workflow, probably the same one that generates it.

Thanks in advance,

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Nithya Gopinath 17,078 on at

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Hi Peragin,

You can install Workflow Elements solution in CRM and it has a workflow step to achieve this functionality.

See: https://kaskelasolutions.com/how-to-rename-a-generated-word-document/

You can install the solution by navigating to Settings --> Microsoft AppSource and search Workflow Elements.

Hope this helps.

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Peragin 135 on at

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Thanks for this Nithya, we will try this. As a general rule of thumb, how do these 3rd party apps generally behave from a stability perspective and upgrades? We haven't really used any yet because we're not sure whether it is a good idea to develop a dependency on these rather than write our own plugins. Any recommendations on best practise would be welcome.

Regards,

J

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Mahendar Pal 45,095 on at

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Hi,

These tools are mostly shared with communities to perform different tasks where you have to write the code and most of the cases the owner will update it based on the versions but there may be delay as they are free tools to the communities and depends on the author if they want to continue it or not. But surely you can also write your own extension just like that if you are not ok to use these community tools. I have seen upgrades failing due to dependencies of the solution which is not available for the current version.

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Aric Levin - MVP 30,190 Moderator on at

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Hi Peragin,

If you don't want to have any dependencies on third party provider solutions, you can create a custom workflow that will modify name of the document on the notes/activitymimeattachment entity (based on where your document is stored).

This should not be a complex workflow to create.

Hope this helps.

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Peragin 135 on at

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Thanks Mahen,

If installed, can they be uninstalled cleanly at a later date when no longer required? Say if you write your own plugin which supersedes the functionality.

J

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Peragin 135 on at

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Hi Aric,

Still requires a plugin I take it?

Thanks

J

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Mahendar Pal 45,095 on at

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Hi,

Most of these solutions are managed which can be removed easily if and when required without issue.

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Nithya Gopinath 17,078 on at

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Hi Peragin,

The third party solutions are managed solutions. A managed solution can be uninstalled after it is imported. All the components of that solution are removed by uninstalling the solution.

Hope this helps.

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jasonscript on at

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Yes, I believe it will be a plugin, or a custom workflow step. I would use a custom workflow step as it is self-documenting in the workflow what you are trying to do.

The custom workflow step would roughly follow these steps

1. Accept an input argument of originalFilename and newFileName

2. Search Notes for the originalFileName and update the value with newFileName

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Aric Levin - MVP 30,190 Moderator on at

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Either a plugin or custom workflow activity (which requires writing backend code, such as C#).

Hope this helps.

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