1

Currently, I have a document library that holds personnel files and a workflow that is triggered on change. The workflow fires after the appropriate fields are filled out and those fields are:

  • Employee Name (People Picker)
  • Year
  • Type of Document

The issue that I have run into is that whenever an employee has a middle initial and period after, the file name does not update. Example would be John A. Doe does not copy to the file name field but John A Doe does. Here is a screen shot of my workflow:

enter image description here

The first update item is where the employee name is converted to plain text (string).

Is there a way to correct this with a work around either within the workflow or within a field?

The file name should look like:

John A Doe_2017_Type of Document

Thanks.

2

Some of this depends on where you're having an issue and what you're trying to do, but it's possible that the value needs to be encoded.

You can use a 'Replace substring in string' action (Utility Actions) to replace that period with the encoded URL equivalent (%2E). Then you can use that encoded value to interact with a file with a period. You could also just replace periods with empty characters ("") when it goes to set the name.

| improve this answer | |
  • Where is 'replace substring in string' accessible from? – Flat Banana Aug 8 '17 at 16:48
  • Under the Action button in the workflow designer in SharePoint Designer 2013. You can add it as a step, replace the string as you need it into a variable and work with it from there in a subsequent step. – Graham Aug 8 '17 at 18:51
  • I am working with 2010 WFs, is there another way to do this? – Flat Banana Aug 9 '17 at 13:20
  • Have you tried using the 'Name (for use in forms)' field instead of the 'Name' field? – Graham Aug 9 '17 at 14:12
  • Yes, I am using Name (for use in forms) – Flat Banana Aug 9 '17 at 14:56

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