cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
andeeh1974
Frequent Visitor

Renaming a File in SharePoint Online using Flow

I am new to Microsoft Flow and don't have a programming / developer background.   I have a SharePoint Online library which is getting a file copied using Content Organizer Rules.  What I want to do is simply rename the file using the metadata the file already has.  

 

The file comes over like this:  20190120000020B269FDocument1.pdf

 

Every file has the following metadata:  Title, First Name, Last Name, Full Name, Date Recieved 

 

What I'd like to do is rename the file to Title - Date Recieved.pdf .

 

I would like to know what steps I'll need to accomplish this.  I can't seem to find a SharePoint Rename action.....

 

Any help is much appreciated!

 

Thanks,

 

Andee  

 

11 REPLIES 11
Harry_G
Kudo Kingpin
Kudo Kingpin

please flow the following steps to update the file meta data.

Capture.JPG

However if you want to rename the file name you have to create a copy of file and remove previous one.

Capture.JPG

 

After creating file just delete the old one.

Capture.JPG

 

If you find this helpful Please mark it as a Solution.

 

Thanks.

 

Regards,

Harry_G

v-zhos-msft
Solution Sage
Solution Sage

Hi andeeh1974,

Harry_G have provided a complete solition.

I have made a flow for your scenario, please check it for a reference.

1.png2.png

Please feel free post back if you need more help.

Best regards,

Zhonys

Hi again, 

 

It took me a while to get back to this.  I'm trying to add images of my flow here but I'm not sure how to do that. 

 

I have three attachments....can you please advise me on how to add them to this particular thread?

 

Thanks,

Andee

 

 

hi @akh0123456789,

goto Reply -> Click on Photo Icon -> Choose File -> click on Done .

PLease see images below;

Click on PhotoClick on PhotoChoose FileChoose FileClick on doneClick on done

 

If this Answer is helpful, please mark it as a solution. So other will find it helpful.

 

Thanks,

Harry_G

Here is what I have created for our library.  What I want to do is basically:  when a file is created in the folder, check the file name, if it is in the right format, then do nothing.  Otherwise, change the name using the metadata but keep the file in place.  Here is my concat line info:  concat(variables('varTitle'),'-',variables('varDateRecieved'))

 

My flow gives me an error saying "Actions in this flow may result in an infinite trigger loop. Please ensure you add appropriate conditional checks to prevent this flow from triggering itself."  

 

I also tried using the "When a file is created or modified (properties only) trigger.  

 

When I test this, it does not do anything.  I am at a loss.  Help!  Please

 

 flow1.JPG

flow2.JPG

flow3.JPG

Thanks in advance!

Andee

@andeeh1974,

I think issue occured due to triggering flow on creation of file. Your flow also have a action which creates file so flow will start automatically again and again. however in next run your flow not creates the new file if name matches the format but May be there is any kind of check by MS for this scenario. Kindly check your flow by deleting the create file action and check the error, is still occured or not? 

 

Thanks,

Harry_G  

I don't think I really understand the purpose of deleting my create file action?  How would deleting that actually be helpful to me?  The purpose of my flow is to essentially rename a file and keep all existing metadata and file properties except for the name.  I only want to have this triggered when a file is created in the library that doesn't follow the given format.  Then I want to delete the original named file so I don't have two files (and keep the correctly named file).    

I think you may find this article helpful.

 

https://powerusers.microsoft.com/t5/Building-Flows/Renaming-a-File-in-SharePoint-Online/td-p/176708

 

I've used it to rename a file - creating a copy and deleting it is not a great idea if you want to retain version histories.

 

Hello everyone, thanks everyone for your ideas / help !!

I have the same requirement to "rename the files" and I encounter the problem that if I delete and create a copy, I lose the data of who originally created the file.
can that information be kept?

Why on earth do you need 5 boxes to rename a file???

 

Why can't there just be a 'rename' action?

 

Sheesh.


@akh0123456789 wrote:

The purpose of my flow is to essentially rename a file and keep all existing metadata and file properties except for the name.     


So much this!

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (1,765)