Rename workflow instances on completion

Rename workflow instances on completion

Maintain your files and processes in order. Streamline the task of finding and reaching Flows by labeling them using the Rename workflow instances upon completion.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Rename workflow instances on completion does
The Bot changes the name of a Flow after document completion based on the ‘if-this-then-that’ conditions you set.
When to use the Rename workflow instances on completion
Install and configure the Bot to automatically rename your Flow for faster searches and improved data organization.
Export Custom Values to Rename workflow instances on completion

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
Type a new name for your Flow. Customize the Flow name with dynamic data, such as recipient names, email addresses, date of submission, and more.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to rename the documents once they have been completed.
Get your documents renamed in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the documents will be automatically renamed.
Rename workflow instances on completion

Install the Rename workflow instances on completion to automate your document workflows

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Let a Bot set the name of workflow documents instead of you

DPA is very important for businesses if they seek to stay relevant and get ahead of their competition. Any automation software operates via Bots that proved to be more efficient than humans in the completion of recurring tasks.

Not only does this win time for employees to focus on core and decision-making problems, but it also eliminates expenses, brings instant results, and improves accuracy. For instance, the Rename workflow instances on completion can configure a workflow rule to set the name to a default value.

Consider the impact the Rename workflow instances on completion can have on your workflow in the following example. Let’s say the HR Department has submitted a survey to select a lunch supplier. You receive an invitation to complete a form. You need to set up workflow names. However, in order to distinguish the responses of employees, each form should be named differently. If the particular Bot is configured before the survey starts, each form will be automatically saved with a specific name upon its completion. In this case, you can focus on the core task while handling other minor (but still important) nuances of the flow.

The benefits of deploying automation incorporate the following:

  • Opportunity to maintain transparency
  • Enhancing collaboration among teams
  • Boosted adaptability and onboarding
  • Availability of notifications and reminders available
  • Ability to track and evaluate progress

The example of utilizing a workflow rule name reveals in practice how DPAs optimize workflow. Apart from seamless process management, automation systems give you access to audit trails and statistics. At present, automatization (which cuts across companies and customers) helps you make fast and right decisions. For example, automation metrics can reveal how popular a newly launched product is with customers. This can help you establish the correct product.

Eliminate repetitious activities with no code

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Implement Rename workflow instances on completion Bot
Start a new Flow and transfer forms or create templates right on the platform to enable the Bots option. Find a wanted Bot from the list.
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Configure it
Open up the Bot setup. Fill out all of the required fields to modify general and advanced options. Consider determining activation conditions to avoid false activations (you can include several conditions).
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Investigate how it works
Implement the workflow and check the outcomes. Ensure that the software robots work appropriately. If something fails, check the Bots log to fix the mistakes and run your Flow once more.