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[Workflow Builder - GCW] Generating File Name in Workflow Builder

Written by Juliana Maciel Maruri da Cunha

This article provides a comprehensive guide on how to generate and update file names for blade and job ticket files in Workflow Builder. It covers the steps to customize the job ticket file name and offers tips on using the AI agent for assistance.


Understanding File Name Generation

In Workflow Builder, the file names for the blade and job ticket are generated by the Generate File Name activity. This activity outputs two key values:

  • Plate PDF — the file name for the blade/plate file

  • Job Ticket File Name — the file name for the job ticket


Steps to Update the Job Ticket File Name

Follow these steps to customize the job ticket file name:

  1. Open your workflow in Workflow Builder.

  2. Locate the Generate File Name activity — this outputs both the Plate PDF name and the Job Ticket File Name.

  3. Find the Upload Job Ticket activity — this is where the job ticket file name is consumed and can be customized.

  4. Edit the job ticket file name field using this pattern: job_ticket_[plate_pdf_file_name] — this prepends job_ticket_ to the existing Plate PDF name, preserving all other attributes.

  5. Save the workflow.

NOTE: You can use the “send to SFTP” activity to provide the customized file name by using values from the context, which means you don’t necessarily have to use the “Generate File Name” activity.


Using the AI Agent for File Name Assistance

To effectively use the AI agent for finding and updating file names, consider the following approaches:

Scope Your Question with @

Use the @ mention to scope the AI's response to a specific workflow or activity:

  • Type @ followed by the workflow or activity name before your question.

  • Example: “For @[this workflow], which activity provides the file name for the plate and for the job ticket?”

  • The AI will return the exact activity (Generate File Name) and its relevant outputs.

Ask for the Specific Change

  • Example: “In this workflow, I want to update the job ticket file name by adding 'job_ticket' as a prefix and keeping all other information from the plate PDF name.”

  • The AI will recommend: job_ticket_[plate_pdf_file_name] in the Upload Job Ticket activity.

Tip: Using @ keeps the AI's answer focused on your specific workflow. Without it, responses may be broader and less actionable.


Video Walkthrough

For a visual guide, watch the video walkthrough:


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