Issue with renaming finished forms when sending to a shared folder

  • gcccmu
    Asked on November 12, 2018 at 5:22 PM

    Hello, 

    We use JotForm for session reports that our tutors write following appointments with students, and we currently have our settings set to send the finished and submitted forms to a shared folder that we keep and update through the Cloud.  As we have things set up now, the finished forms should be sent to this shared folder as: 

    {form_title} - {writerName} {dateOf}

    Ex: "Jane-Smith-11-12-2018"

    For a while, this was how the form was saving the submitted forms as files, but recently, they've instead begun to save the finished files in the shared folder as long strings of numbers.

    Ex: "4178621942423033935" 

    Is there something we should be doing to ensure that the files always save a specific way, and is there a way for you or us to determine what isn't working in the first place? 

    Many thanks, 

    Katie

  • John_Benson
    Replied on November 12, 2018 at 9:13 PM

    I am assuming that you're referring to this form: http://www.jotform.us/form/80166111921144

    I checked the email alert and it is configured properly. 

    154207493614z53651256 Screenshot 10

    Here's what it looks like on my email:

    1542075000zxcxzx5q35135 Screenshot 21


    May we know what do you mean about sharing it on a Shared Folder and update it through a cloud? 


  • gcccmu
    Replied on November 14, 2018 at 4:39 PM

    We have the PDF of the form sent directly to a shared folder--it is similar to Dropbox. We want the pdf to be automatically named with the writer name and date of (the format you saw). However,  sometimes, when the pdf is sent to our shared folder, the document name is a string of numbers.  

    So, basically, sometimes the files are named correctly and other times not.  Do you have any idea why that would that be the case?  

  • John_Benson
    Replied on November 14, 2018 at 6:23 PM

    Thank you for the added information. 

    You can change the PDF Filename in the PDF Editor Layout Settings page. Here's how:

    1. Open the PDF Editor.

    1542237712azxct335 Screenshot 10

    2. Open the PDF Editor Layout Settings and change the PDF Filename.

    1542237764634e6236g Screenshot 21

    Let us know if you need further help. Thank you.

  • John_Benson
    Replied on November 17, 2018 at 6:05 PM

    Hi again,

    I tested this issue again using Dropbox and Google Drive. Please check if this is the issue you're referring to. 

    Google Drive Integration:

    1542495765wte234646 Screenshot 10

    Dropbox Integration:

    1542495804fda3516dfcv Screenshot 21

    As you can see in the screencast above, the Google Drive shared folder can add multiple field names. However, the Dropbox integration cannot add multiple field names.

    Is that your issue? (Dropbox integration)

    We'll wait for your reply. Thank you.

  • gcccmu
    Replied on November 19, 2018 at 4:28 PM

    We actually didn't know about how the integration settings worked specifically.  We'll plan to set this up and then get back to you.  

    Thanks!