How to automatically rename the attachment after the approver update??

[nishanthivijai]

Hi

I want to automatically rename the attachment (example: adding version number at the end of the attachment name) after each update at different level of approval.

Example:

initial attachment: sample.doc

after 1st approver update: samplev1.0.doc

TIA

[Mark Manders]

You are updating the attachment record, or are you renaming the same attachment (that is weird, because you don't really have new versions).

Depending on the above: use a flow that does a lookup to the attachment (table_sys_id = record sys_id) and do a rename, but is it really the same one?

[nishanthivijai]

For example, the attachment needs to get signed by three level of approvers.

First approver downloads the attachment and sign it and then upload the attachment again. Here we need to rename the attachment(sampleV1.0.pdf) and it goes for a second level approver.

Is it possible to write BR?

[Vinay T K]

@nishanthivijai Yes you can do it by Business Rule , but you need to differentiate each approvers with a check box or something. First approval is approved, then you need to checked the check box for the first approver checkbox, it should be the triggering point for the Business rule for Renaming the attachment. The same process can be continue for each approval process.

If my answer helped you in any way, please then mark it as helpful or correct.

[Mark Manders]

It sounds like an error prone process, but you are uploading the same document 4 times. Are you in fact going to have those 4 attachments on the record? Or are you removing the old version after the new one is attached? And how do you validate that the first approver has in fact signed, so it is ready for the second one? 

But on the attachment table you could use a business rule or flow to check on the attachments to the record and if one with the same name is found, you update the newest one.