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Question

PDF invoice name

  • Dec 16, 2025 10:36 AM UTC
  • 2 replies
  • 52 views

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Hey,

I wanted to create a reporting rule so that when generating and downloading invoices, the [invoice_no].pdf file would be replaced. My rule looks like this:

Despite this rule, the PDF files are still generate like this:

 

2 replies

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Dec 16, 2025 12:47 PM UTC

​@kacperifs I don’t think this will work like that.

You may wanna try an action to CheckIn to Document management. There you could specify the document title.

See more details on below YT tutorial:

https://www.youtube.com/watch?v=CZSn3PEgphw&t=1s


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  • Author
  • Sidekick (Customer)
  • Dec 16, 2025 12:58 PM UTC

Hi ​@Marcel.Ausan 

What about this?

IFS Cloud - Rename PDF file title | IFS Community