Configuring the Auto-naming Format

Using the AgilePoint Web Service auto-naming, the form name will be saved automatically to the format of [DocLibName]-[yyyy]-[0000], where DocLibName is the name of the form library, yyyy is the year, and 0000 is a unique ID number that is generated by AgilePoint in a sequential order. For example: InfoPath-2005-0001. Once the form is saved, a message box will be displayed with the form name.

This file name will be used to reference the form throughout the process.

You can easily override this auto-naming behavior by simply saving the file first, using the standard InfoPath Save button (File > Save). The standard Save function behavior will still remain the same. Similarly, you can continue to use the Save button throughout the process, or use both the Save button and the Submit & Close button.

AgilePoint also allows you to configure the naming convention in AgilePoint Envision. To adjust the format, follow these steps:

1. Open the process template with InfoPath using AgilePoint Envision.
2. Click File > InfoPath > InfoPath Toolbar.
3. Click the Naming Convention tab. The current format will be shown.
4. You can enter a new Prefix such as PR to replace the Document library name.
5. For Number Format, you can select number from 3 to 10.
6. You can click on the Ellipses button to preview the sample file name and determine if further changes are needed.