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Is it possible to use SwitchClient to rename a file (add a company job number) or folder?



We are archiving using dated folders at present, but the production folks want the folders to be named the same as the job number. Since we don't know the job number until the file has been processed, we need to rename the existing folders/pdfs accordingly.



I'm hoping that I can set up a checkpoint using SwitchClient (which we've never used), rather than manually renaming the files.



Thanks

You can rename jobs using Client metadata by creating a flow like this:







Use "single line text with variables" for your "replace by" action replacing the original filename.



The path to the Client metadata will look like this:



[Metadata.Text:Path="/field-list/field/value",Dataset="Check",Model=XML]





Dwight Kelly

Apago, Inc.

That did the trick.



In the Checkpoint element, I set up a single, required Metadata field. Then I used your code in the Action 1 'Prefix' Property of the Rename Job element.



Many thanks,

steve