Help Centre › Building Processes
Rename the unit of work being tracked, once you know what it is called.
Add it to a process
In the process designer, open the Add step tab. Find Rename transaction under Process › Transaction, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| New name | Yes | The real name, now that you know it, e.g. '{invoice[number]}'. Supports variables and formulas. |
| Reason | No | Optional. Why it was renamed; worth filling in when the match was a judgement call, because that is the first thing anyone asks when a rename turns out to be wrong. |
| Additional info | No | Optional. Anything worth keeping about the record that named it; leave blank and nothing is stored. |
| Attachments | No | Optional. Files to keep with this item - the invoice, the proof of payment, the signed delivery note. One file per row, and a row may hold a variable such as {invoicePath}, including one holding several paths. Nothing is uploaded unless you add a row, and the file is stored against this item on the website. |
See all Process steps.