Edit Naming Standards

Project administrators can edit a naming standard once it's been created. They can edit the name, description, naming convention attributes, related attributes, reorder attributes, and change the delimiter.

Access Naming Standard Editing

  1. Click the Files tool.

  2. Click Settings.

  3. Hover Compliance.

  4. Click Naming Standards.

  5. Click the More menu of the naming standard that you want to edit.

  6. Click Edit.

Edit General Information

In the General Information section, project administrators can edit:

Edit Naming Convention

In the Naming convention section, you can edit attributes, add or remove attributes, reorder attributes, and change the delimiter subject to the following restrictions:

Action Condition Allowed? Solution
Add, remove, or reorder attributes - Files exist in any applied folders.

- Add more than 15 attributes.

- Add system attributes.

- Add the Classification attribute (can only be used for related attributes). 		No - Remove files or unapply folders to make changes.

- Only add up to 15 attributes

-Don't add system attributes

- Don't add Classification attributes
Edit attributes Attributes are used by this or other naming standards applied to folders containing files. No Remove files or unapply folders from those naming standards to make changes.
Edit delimiter Files exist in any applied folders. No Remove files or unapply folders to make changes.

Edit Naming Convention Attributes

  1. Click Edit next to the attribute details label.

    Note: If Edit is disabled and the naming standard applied folders don't contain files, this means that the attribute is part of other naming standards which are applied to folders which contain files.

    Hover the info icon to see which naming standards also use the attribute:

    You can edit the Name and Description of all attributes in the naming convention.

    When no restrictions apply, you can also edit drop-down and text field attributes as follows:

    • Drop-down attributes: Add, edit, and reorder attribute values.

    • Text field attributes: Edit the following character settings:

      • Character length: Select from Any, Fixed, or Range.

        • Any: Allows members to enter a maximum 255 characters as a value
        • Fixed: Fix the value length to be an exact number between 1 to 50 characters
        • Range: Select a value ranging from 1 to 50 characters

      • Character type: Select from Alphanumeric, Text, or Numeric

Add or Remove Naming Convention Attributes

You can remove, add, and reorder attributes in the naming convention subject to the restrictions.

  1. Click Select attributes in the naming convention section.

  2. Select the desired attributes and deselect any you no longer require.

    Note: You can also hover over the tab name and click to remove the attribute.

    If the attribute doesn't exist yet, click Create attribute. See Create Custom Attributes help section for full details about creating attributes.

  3. Click to drag and reorder the attributes as required. This will determine the order of attributes to form the file name.

  4. Click the Delimiter menu to choose which character to use for the delimiter of the naming convention:

    • Hyphen

    • Underscore

    • Point

  5. After you've defined the naming convention and delimiter, click Save to save your changes or continue scrolling to edit the related attributes.

Related attributes provide information about the file's presence in the system. Attributes include:

Related attributes can be edited as long as there aren't any files in folders applied with a naming standard which use those attributes. You can edit details like the name and description, and also details specific to the attributes such as the:

To change the attribute details, select the tab of the relevant attribute and click Edit next to the attribute details label.

You can also set related attributes as Required if necessary. This means that when files are added to folders with a naming standard applied, they will need a compliant attribute values before the file will display in the folder.

Related attributes can also be added, removed, or reordered in the naming standard. However, if related attributes are set as required , they can't be added or removed from a naming standard if it's applied to folders which contain files.

Note: You can select a maximum of 30 attributes for related attributes.

  1. Click the relevant attribute tab.

  2. Hover over the tab name and click to remove the attribute.

  3. If necessary, click Select attributes in the related attributes section.

  4. Select the desired attributes and deselect any you no longer require.

    Note: You can't add system attributes.

    If the attribute doesn't exist yet, click Create attribute. See Create Custom Attributes help section for full details about creating attributes.

  5. Hover over the tab and click to drag and reorder the attributes.

  6. Click Save to save your changes.

Parent page: File Naming Standards