Create a Workflow that Sets a Title

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous article Peter Kalmström, CEO and Systems Designer of Business Solutions, explained that the Gantt view works best with a title.

In the demo below Peter creates a workflow that automatically sets the title to the same as the file name when the title field of a new item is empty.

SharePoint workflow

This is what Peter shows in the demo:
  • How to open a site in SharePoint Designer 2013.
  • How to create a workflow that automatically sets a title that is equal to the file name to each uploaded or saved document that has an empty title field.
  • How to switch to the Visio Visual Designer and back to the Text-Based Designer again.
  • What to check first if the workflow does not work!
  • How to remove columns from a view.

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