Rename Files
Infoveave Data Automation — File Preparation
Generic file names in. Standardized, structured names out. Every run.
Automated workflows frequently produce files with generic or system-generated names that downstream systems, email recipients, or archives cannot easily identify. Rename Files applies a consistent naming convention — including timestamps and sequential counters — so every output file is immediately identifiable without manual renaming. This is particularly valuable for archived outputs, regulated documents, and partner deliveries that require structured file names.
What Rename Files does
Rename files in your Infoveave workflow using configurable patterns with dynamic placeholders — including date, sequential index, and original filename. Standardize file names for archiving, email delivery, or downstream system requirements.
When to use Rename Files
- Your workflow generates files with generic names and you need them renamed to a standard convention before delivery or archiving
- You want to include a timestamp or date in the file name to version outputs by run date
- You need to change the file extension as part of a conversion pipeline (e.g., from .txt to .csv)
- A downstream system, email workflow, or SFTP upload requires files in a specific naming format
When to avoid it
- You need to change the file content, not just the name — use a transformation or write step instead
- Your downstream system accepts any file name — skip this step to keep the pipeline simple
Where it fits in your Infoveave automation
Rename Files is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Rename Files
Real scenarios where this transformation saves hours of manual work.
Invoice Archive Naming
Invoices processed by the workflow are renamed from generic 'invoice.pdf' to 'Invoice_2026-04-11_001.pdf' before archiving. The date and index in the name make audit retrieval straightforward without a separate index file.
Supplier Delivery Report Naming
Daily supplier reports are renamed to 'Supplier_Report_YYYY-MM-DD.csv' before being uploaded to the partner portal. The consistent naming convention allows suppliers to identify downloads by date without any manual coordination.
Patient Discharge File Standardization
Discharge data files from different wards arrive with ward-specific names. Rename Files applies a standard Discharge_{Date}_{Index}.csv convention before the files are uploaded to the central records system.
See Rename Files in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
Monthly_Report_{Date}.csvInput Data
| Original File Name |
|---|
| report.csv |
| data_export.csv |
Output Data
| New File Name |
|---|
| Monthly_Report_2026-04-11.csv |
| Monthly_Report_2026-04-11.csv |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Pattern
The naming convention to apply. Supports static text and dynamic placeholders: {Date} inserts the current date, {Index} adds a sequential number to each file, {OriginalName} preserves the base of the original filename. Example: Processed_{Date}_{Index}.
Extension
The file extension to apply to renamed files. Specify .csv, .xlsx, .pdf, .txt, or any other extension. If omitted, the original extension is preserved.
Frequently asked questions
Everything you need to know about Rename Files in Infoveave.
Also in File Preparation — and what runs before & after
Transformations in the same family as Rename Files, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Rename Files is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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