Customize the PDF Attachment Name based on Document Data

  • ascherer420
    Asked on February 20, 2020 at 4:25 PM

    Can we set the PDF document attachment to have a custom named based on the field data? Currently it comes over as a random array of numbers.  Please advise.


  • ascherer420
    Replied on February 20, 2020 at 4:59 PM

    Currently i've set it as follows in the PDF editor:  {q_3}_RVC _{q_9}

    I'm using the Date Field (3) and the Manifest# (9).  But the document is coming named like this....02202020RVC99999_984481037.pdf  It isn't included the underlines I want and it is adding some additional numbers at the end. In this example it is everything after the 999999.

    Why isnt it coming over as written in the PDF Editor?  "02202020_RVC_99999"

  • Mike
    Replied on February 20, 2020 at 7:36 PM

    Please kindly try removing the email notification in your form, and then adding a new email notification. When I tested a cloned version of your form with a new email notification, the attached PDF was named properly.

    Customize the PDF Attachment Name based on Document Data Image 1 Screenshot 20