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    Customize PDF Names on emails

    Asked by lafhab2 on June 01, 2016 at 06:25 AM
    I would like to bump this, PDFs by email with submission_number.pdf is very unhelpful, we have to rename every one received so this would make jotform submissions so much easier to handle.
    PDF name customize emails
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    JotForm Support

    Answered by emre on June 01, 2016 at 07:19 AM

    Thanks a lot for your useful feedback, we'll definitely consider this. I opened a feature request ticket for this as well.

    While we are discussing the issue within our team, knowing your exact needs would really help. Could you share with us which information you use to rename these files for your operation? How do you rename your files? Can you give us some examples?

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    Answered by lafhab2 on June 01, 2016 at 08:14 AM

    Hi, we rename the PDFS as per certain fields.

    For example, we received a submission yesterday:~
    340519796638331485.pdf
    We renamed this to:
    Clare Cardiss CC GH9-269 - Formative - BBY
    ie
    {Student Name} {Form Title} - {Assessment type} - {Assessor Initials}

    As I'm sure you can appreciate, the submission number means absolutely nothing to us.

    All PDFs received with emails are uploaded to Google Drive, and renamed at the same time.  I believe the automatic file name works to an extent with Google Drive integration, however we found that it did not work where forms had pre-populated fields so we had to abandon that method.

     

    I hope this helps.

    Glenn

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    JotForm Support

    Answered by Kiran on June 01, 2016 at 09:35 AM

    Thanks for the information provided, Glenn. Your message has reached our developer. If there is any other information required, we will get back to you through this thread.

    Thank you! 

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    Answered by davem on July 26, 2016 at 04:59 PM

    Are there any updates to this thread? Having the ability to rename the PDFs would resolve our issues as well.

     

    Thanks...

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    JotForm Support

    Answered by Kevin_G on July 26, 2016 at 09:38 PM

    @davem,

    We have not received updates regarding this, but in order to escalate your request too I have moved your question to a separate thread. 

    It can be found here: https://www.jotform.com/answers/891278 

    We will assist you there as soon as possible.