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RENAMING Report PDFs in FSM

  • Jul 8, 2022 1:33 PM UTC
  • 2 replies
  • 110 views

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Is there anyway to rename a PDF after its being rendered?  We want to attach the specific transaction details to the end of the name of the file.

Release: 6 Update 13
Build: 7928

Best answer by Saranga Amaraweera

Hi @MKNJSHAUL ,

Unfortunately renaming the attachment name after being rendered is quite tricky without code customization but you you can add certain properties to the attachment entity with a business rule (with a before insert / update execution point). Give it a try by setting the attachment name as well, but not quite sure whether it would open up your file as the attachment name is being referred before downloading the file.

 

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  • Sidekick (Customer)
  • Jul 15, 2022 7:09 PM UTC

@MKNJSHAUL ,

I have also asked this question before.  IFS told me that it was not possible without custom code.
It would be nice though.


Saranga Amaraweera
Superhero
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Hi @MKNJSHAUL ,

Unfortunately renaming the attachment name after being rendered is quite tricky without code customization but you you can add certain properties to the attachment entity with a business rule (with a before insert / update execution point). Give it a try by setting the attachment name as well, but not quite sure whether it would open up your file as the attachment name is being referred before downloading the file.