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Writer's pictureTony Ogilvie

Tony's Top Tips - How to ensure Document Library Naming Schemes are preserved, even after a rename using Intapp


What's this about?


Intapp Documents has a very powerful feature which allows you to specify the naming scheme of a SharePoint Site or Library when it is created by Intapp. For example, you might want to include a prefix code and name in the Library Name, e.g.,


12345 - ACME Inc Legal Matter Library

Intapp naming schemes are great for providing a consistent naming convention and information architecture in SharePoint.


So what's the problem?


The naming scheme isn't preserved if you rename an item in Intapp; for example, if you use Intapp to rename ACME Inc Legal Matter Library to ACME Ltd Legal Matter Library, this results in the Library name in SharePoint being renamed to this:


ACME Ltd Legal Matter Library

... not ideal, as you lose the prefix code!


So what's the solution?


Fortunately, there is an easy solution: reprovision the item if it is renamed by a user! Reprovisioning will re-apply the naming scheme, thus re-adding the Prefix Code to the Document Library.


And how do we do this? Easy - use an Intapp Trigger :-)


See below for the Trigger Expression and Trigger Action which will reprovision an item if it is renamed - thus preserving the naming convention.


Trigger Expression


Trigger Action


Easy! 😊



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