In this tutorial, we will show you the steps to change the name of the document (or form) that shows everywhere including dashboard.
In design mode, assuming that you already have a form with the
estimatedCost
as a number field.On Variant tab, you can enter an expression in Document Name to include one of this field placeholders (e.g. {{estimatedCost.formatted}}) as in the video below:
Save and Publish your workflow and create a new document from it, you will see the document name generated according to the setup.
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