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I have been tasked to extract the document name and store them in 4 separate columns in SharePoint. The new documents which are .PDF's are named as such : Sam; Smith; 123456; Dental

And the column names on the list after stripping the document name are like below.

*FName: Sam
*LName:Smith
*Employee number: 123456
*Record Type:Dental
enter image description here
So, I have created the document library list and added the above 4 columns to document library. From link 2 I understand that a workflow using MS Flow is a possible solution but the example they deal with has just one "-" and the documents i am dealing with has two ";". So i am really not sure how to come up with the sub-string expressions that they talk about.

Thank you for all your help and feedback.
Sam

1 Answer 1

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You can split the filename using a SharePoint 2013 style workflow:

enter image description here

The actions used are:

  • Set Workflow Variable
  • Find Substring in String
  • Do Calculation
  • Extract Substring from Start of String
  • Extract Substring from Index of String
  • Set Field in Current Item

The result:

enter image description here

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  • Hi Mike i cant thank you enough. Our HR team would like to convey their gratitude as well since it helped us save a bunch of time in typing out the fields individually. I was able to recreate your work to fit my list. Full disclosure - i am still trying to understand the exact logic in your steps since i am new to SPD workflows and I will get back to you if I have any questions.
    – Sam
    Commented Jul 15, 2019 at 19:47

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