Friday, November 30, 2018

How do I change the name of the documents in dashboard?

One of our customers asked:

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. 

Have more question? let us know in the comment section or contact our support. 

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