Google Drive Integration: Ability to change submission PDF file name

  • stageandshow
    Asked on April 14, 2024 at 10:36 AM

    Hi Guys,

    I have linked my Google Drive integration to receive completed forms, which works great. Yet forms are coming like this: 5889141696774643811.pdf. Is there a way to set the file name as a form field or 2 fields so i know who owns each PDF?

    Thanks

  • Lorevie JotForm Support
    Replied on April 14, 2024 at 11:31 AM

    Hi stageandshow,

    Thanks for reaching out to Jotform Support. It's easy to change the PDF attachment filename. Let me walk you through it:

    1. In the Form Builder, click on the app selector panel in the upper-left corner of the page, and select PDF Editor.Google Drive Integration: Ability to change submission PDF file name Image 1 Screenshot 40
    2. Click on the Gear icon on the right side of the page.
    3. From the PDF Settings, click the Pencil icon of the PDF File Name, select +Form Fields, and choose the form fields that you want to choose as the file name of the PDF. Google Drive Integration: Ability to change submission PDF file name Image 2 Screenshot 51

    Here is the result:

    Google Drive Integration: Ability to change submission PDF file name Image 3 Screenshot 62
    Give it a try and let us know how it goes.

  • stageandshow
    Replied on April 14, 2024 at 9:49 PM

    Google Drive Integration: Ability to change submission PDF file name Image 1 Screenshot 20

    The files are still coming like this into google drive

  • Chris_L JotForm Support
    Replied on April 15, 2024 at 3:49 AM

    Hi stageandshow,

    Thanks for the screenshots. I understand things much better now. Unfortunately, there is no way to change the filename of uploaded files in Google Drive or Dropbox integrations at this time. Right now, the only option is to change the name of the folder that will be created.

    We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • Luna JotForm Support
    Replied on April 18, 2024 at 3:10 AM

    Hi stageandshow,

    I'm sorry for the misunderstanding. After you followed the steps my colleague Lorevie provided, you need to select the correct PDF file from Form Builder's Integration section. Let me walk you through it:

    • After you edited your PDF name, go back to Form Builder.
    • Click on Settings at the top, then go to Integrations > Google Drive integration.
    • Select the PDF in the Send submissions PDF to Google Drive section and click on Save.

    Google Drive Integration: Ability to change submission PDF file name Image 1 Screenshot 20

    Can you give it another try and see how it goes? Let us know if there's anything else we can help you with.

 
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