Guide Building workflows

Dynamic Request Naming

Title every request from its own form answers — vendor, amount, requester — so approvers can tell requests apart at a glance in dashboards and notifications.

Updated

Admin
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Dynamic Request Naming lets an administrator define how individual requests are titled in dashboards and notifications, using the answers submitted on the workflow's own form. Instead of a page of identically named requests, approvers see a title built from the values that identify each one — a vendor, an amount, a requester. You'll need a published workflow with form fields to reference, and the settings live on that workflow's Settings tab. Note that a formula change applies only to requests submitted afterwards; requests already in flight keep the names they have.

Who this is for: admin.

Open the 'Request Name' settings and edit the formula so request titles combine two identifying fields from the form, then test and save the formula

When every request from a workflow arrives with the same generic name, approvers have to open each one to tell them apart. Defining a formula from two identifying fields gives each request a self-describing title, and the test panel lets you confirm the result against a real past submission before you commit to it.

  1. Sign in as the admin.

  2. Click Request Name to open the section that defines how individual requests from this workflow are titled.

    Step 2
    Step 2

  3. Click Edit Formula to open the formula editor.

    Step 3
    Step 3

  4. In Type your formula here..., enter the formula that builds your title from the workflow's fields. Type {{ to bring up the autocomplete of available fields, and place quoted text between two fields to join them with a separator — the example uses {{vendor_name}} ~ " - " ~ {{amount}}. File upload fields and hidden fields cannot be referenced.

    Step 4
    Step 4

  5. Under Select a workflow to test with:, choose one of the workflow's recent requests to test against — the example uses New Request (Aug 21, 2026).

    Step 5
    Step 5

  6. Click Run Test to see the exact title that request's real answers produce.

    Step 6
    Step 6

  7. Click Save Formula to store the formula on the workflow.

    Step 7
    Step 7

The test panel renders the title built from that request's real answers — in the example screenshots, Sample Vendor name - 100.