Naming Formulas

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The naming formulas referenced in this article pertain to the 'Naming Formula' field found in the 'Add Document' portion of the Manage Library interface.


C2C has implemented this feature for you to be able to use information that automatically fills in a document's name whenever it is submitted through the use of tags. There are a limited number of tags, and they are defined in this article.


Notice

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If you have a naming formula that depends on tags that could be blank, then your risk having your filing item's name be blank. If this is the case, your document will default to the defined document's title.


{submit.X}

This tag lets you access time and date of the last submission of a document. For example, say you have a naming formula of just {submit.month}/{submit.day}/{submit.year} - if you were to submit this form today, it would say today's date; however, if you were to re-submit the form tomorrow, it would change to tomorrow's date.


Here is a list of available tags for submission date/time handling:


  • {submit.month} - 2 digit representation of the month, with leading zeros.
  • {submit.year} - Full, 4 digit representation of the year.
  • {submit.day} - 2 digit representation of the day of the month, with leading zeros.
  • {submit.hourfull} - 24-hour format of the hours, with leading zeros.
  • {submit.hour} - 12-hour format of the hours, without leading zeros.
  • {submit.minute} - 2 digit representation of the minutes, with leading zeros.
  • {submit.merdiem} - Shows uppercase of both Ante meridiem and Post meridiem (AM or PM).

{create.X}

This tag lets you access time and date of the very first instance your document was created to being filling in the fields - the interface that allows you to submit your document. This was created in case someone wants to know the time or date a user had started on the document. So, for example, let's say you went to your Document Search interface and opened a document from there - it would use that instantaneous point in time when you first opened it.


Here is a list of available tags for submission date/time handling, which are similar to the subit tag above:


  • {create.month} - 2 digit representation of the month, with leading zeros.
  • {create.year} - Full, 4 digit representation of the year.
  • {create.day} - 2 digit representation of the day of the month, with leading zeros.
  • {create.hourfull} - 24-hour format of the hours, with leading zeros.
  • {create.hour} - 12-hour format of the hours, without leading zeros.
  • {create.minute} - 2 digit representation of the minutes, with leading zeros.
  • {create.merdiem} - Shows uppercase of both Ante meridiem

{group.X}

This tag lets you access the submitting group's information - for instance, if a sanctioning body has a document submitted from a school, it will grab the group information of the school.


Here is a list of available tags for the submitting group:


  • {group.name} - Retrieves the full name of the group.
  • {group.common_name} - Retrieves the common name of the group, if set. Note that this is an optional field for groups.
  • {group.abbreviation} - This is also an optional field; however, it retrieves a group's abbreviation if it's set.
  • {group.url} - Retrieves a group's URL, if it's set.

{document.X}

This tag lets you access the current document's abstract fields - the fields that are defined upon the document's definition or creation into a group's Document Library.


Here is a current list of available tags for the document being submitted:


  • {document.code} - Retrieves the code defined for the document.
  • {document.title} - Retrieves the title defined for the document.
  • {document.instructions} - Retrieves any instructions defined for the document; however, anything excessively long may not show up in the title.

{user.X}

This tag lets you get the current submitting user's information.


Here is a list of available tags for the user submitting the document:


  • {user.username} - Retrieves the user's username.
  • {user.occupation} - Retrieves the user's user-defined occupation. Reminder: This is a custom field, where the user may enter anything without limits.

{person.X}

The person tag allows you to access a user's personal information; however, very limited information is available.


  • {person.name_prefix} - Retrieves the prefix of a person's name.
  • {person.name_first} - Retrieves the person's first name.
  • {person.name_common} - If there is a common name set for a person, then this field will be retrieved. Remember, this field is optional for users.
  • {person.name_middle} - Retrieves a person's middle name/initial.
  • {person.name_last} - Retrieves a person's last name.
  • {person.name_suffix} - Retrieves the suffix of a person's name.
  • {person.birthdate} - Retrieves the birthdate of a person. This is represented in a YYYY-MM-DD format.
  • {person.gender} - Retrieves the gender of a person.

{field_name}

This feature grabs field values in the document by their name; however, a name must be set in order for this to work properly. All elements in a document (in the document editor, of course) have a 'Name' property at the top of the property list (whenever you have an element selected).

This is the name that will be the tag. So, if you were to create a Text Input element and set the name to txtStudent, you could use the tag {txtStudent} in your document.

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