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Change the document names in Business Opportunity window in Aurena when sending documents by Email

  • 10 November 2023
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Hi All,

I would like to know if the document names in Business Opportunity window can be changed when sending file via email in Aurena.
As I see from the Document Revision window, all the documents get downloaded in the format of ‘Document title (Document class-Document No-Document Revision-Document Revision)’. But customer wants to change the naming of the documents in Business Opportunity window to the format of ‘Business Opportunity No-Revision No’.

I would like to know if this is feasible just for Business Opportunity window in Aurena?
Look forward to hear from you all!

Thank you

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Best answer by Mathias Dahl 10 November 2023, 11:39

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Mathias Dahl
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Hi @thgmlk 

It's not possible to configure this, so I can see two options:

1. Do a modification
2. Use a document macro

The latter should be possible in IEE as well as in later versions of IFS Cloud. Basically you "take over" the e-mail sending using a macro and then you can do whatever you want, but you need to also do the e-mail sending yourself. The macro will know where the file has been downloaded and it will also get a lot of meta data from the system.

Calling macros in IFS Cloud requires the Aurena Agent to work.

Good luck!
 

/Mathias

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