Rename the document name in Workflow to AccountName_Month_Year

Forum|Forum|1 year ago
May 19, 2025
2 replies
138 views

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]

Document Management

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.

S

Suri

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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.