Hi Community,
Is it possible to rename the generated file from a printable?
My client wants a generated Quote doc file to be named using Number field instead of Quote#.doc (where # is the result of a counting).
Thanks.
Like
Dear Danilo,
The generated file name is the same as the name of the file which was uploaded to this printable record in the application. To rename the resulted file you need to rename a template and upload this new template to the printable record and after the next download it will be named as this template.
Best regards,
Oscar
Oscar Dylan,
Hi Oscar, thanks for your message.
I am actually refering to the generated file whom is attached to the object when selecting to Print it. For instance, the Quote object is currently generating files Quote1.doc , Quote2.doc on the Attachments and Notes tab. I would need it to be something like [Quote.NumberField]v1.doc.
Is that possible? If so, how can I do this?
Thanks.
Hi guys, I found that the name I was looking for is being edited on the Save printable to quote Business Process. Thanks.