Setting document name/tile when uploading through the Portal

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Posted on by sammybridge

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Hello,

I have a Web Form with the option to upload attachments into the Notes table. When the documents are uploaded I need to standardise the name that they are given for the section of the process, so as an example when they get to the Statement section, the document will be renamed Statement. When they get to the Receipt section, the document is renamed Receipt.

Is there a way to configure this in either Portal Management or Power Automate or any other way anyone knows of?

Thanks

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Christian Leverenz 1,214 on at

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Re: Setting document name/tile when uploading through the Portal

Hi Sammybridge,

not sure, whether this is helpful for you, but have you thought about replacing the standard uploadprocess by doing it via the web api? I personally haven't tried that one but the doumentation says, that you can upload the file via api: https://docs.microsoft.com/en-us/powerapps/maker/portals/web-api-perform-operations . So may be a fileselector and the html5 extension for accessing the file could do the job.
Another (well, a little bit dumb) solution could be to add a field (hidden by css) where you put the name of the uploaded file as a json structure together with the current stepname and a plugin (well, i am old...) could change the name of the attachment (and mark the change as done in the json...).

I have no other idea to find out, when the specific attachment was uploaded in order to relate it to a specific step.
If you use webforms, there is a table caring for the specific steps for a specific entity. You could use that stepid also in order to correlate the upload(s) but i have no idea how to find out, that a specific document was uploaded in a specific stepid.
So, no real solution just some weired ideas.

Hope it helps a little bit.
Have fun,
Christian