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Question

How to store specific document class attachments in FTP folder with specific name?


hhy38
Superhero (Customer)
Forum|alt.badge.img+16
  • Superhero (Customer)
  • 325 replies

Hi,

 

We would like store attachments in INVOICE class in specific FTP folder. The stored attchament name should include specific prefix. When a person attach a attachment from Payment Schedule Lines. The attachment name should include Order No and Pay Schedule ID. How can we do that?

 

 

 

5 replies

Forum|alt.badge.img
  • Do Gooder
  • 5 replies
  • November 6, 2023

Hi,

You can review Document Basic > Number counter Tab and Doc Class Management for the Default values pages.


hhy38
Superhero (Customer)
Forum|alt.badge.img+16
  • Author
  • Superhero (Customer)
  • 325 replies
  • November 6, 2023

@Kevs Hi,

 

This one look like static prefix. We would like to dynamics prefix.


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2890 replies
  • November 6, 2023

What does attachment name mean?


hhy38
Superhero (Customer)
Forum|alt.badge.img+16
  • Author
  • Superhero (Customer)
  • 325 replies
  • November 7, 2023

Hi @Mathias Dahl,

 

It stores attachments like below

“Doc_Class-Doc_No-Doc_Sheet-Doc_Rev-1.extension”
 

 

We want to store attachments in different name format like below for a specific doc class.

“Order_no-Pay_Sched_ID-Doc_Class-Doc_No-Doc_Sheet-Doc_Rev-1.extension”

 

 


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2890 replies
  • November 7, 2023

Hi @hhy38 ,

That's not possible to control today. In theory you can make a customization of the business logic in the server, to change how we name the repository files, but it's not something to be done lightly (there might be several places in the code that assumes this way of naming the files).

I suspect you want to do this because you have a need to access these files from another system or program, right?

If you can explain the needs, in detail, we might be able to suggest another way to solve the same problem.


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