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johnjohn-Peter's avatar
johnjohn-Peter
Iron Contributor
Feb 26, 2025

Best approach to follow to apply naming convention for our files inside sharepoint

if we want to apply a naming convention for our existing and new files inside SharePoint sites. for example inside the compliance site to have this naming convention: -

complinace-CreatedDate

while inside the Sales to have this naming convention for the file:-

Sales-ModifiedDate

and also we might have different formats for different libraries inside the same site.

So what is the best approach to follow? is there a way to do this at the office 365 level applied to lists or sites globally?

Thanks

  • Rob_Elliott 

    Ok thanks, but i were asking if we can do it globally for each site or all sites? instead of having to do it on the library level by creating separate workflows..

  • Rob_Elliott's avatar
    Rob_Elliott
    Bronze Contributor

    You can do this with a flow in Power Automate with the when a file is created trigger, then add an update file action to change the name to what you posted above.

    If you are applying it to files already uploaded you'd need to  have a manual trigger then use the get files action and add an apply to each and rename the files. But that might be quite slow depending on the number of files involved.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User.
    Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

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