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Rename the document name in Workflow to AccountName_Month_Year

  • May 19, 2025
  • 2 replies
  • 47 views

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  • New Voice
  • 1 reply

Using a rename document step and trying to update but having trouble to capture the month and year I tried like this but no use.

 

Master Services_<%#Variable.vContractRecord%>_<%#Variable.vOpportunityAccountName%>_ <%#System.Date.Format("MMMM")%>~[x]

 

Best answer by Suri

Resolved this by creating two new varibles to capture month and year and Used C3 builder to Capture month and year in corresponding  values and set them a step before using it.

2 replies

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  • Author
  • New Voice
  • 1 reply
  • Answer
  • May 20, 2025

Resolved this by creating two new varibles to capture month and year and Used C3 builder to Capture month and year in corresponding  values and set them a step before using it.


Jerry.Withers
Docusign Employee
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  • Docusign Employee
  • 68 replies
  • May 20, 2025

Great work and a good tip, ​@Suri. Thanks for posing the Q and the A.

Regards,

Jerry