changing the name of the pdf generated from crystal reports

Hi @fthary,

This can be done with the use of a Report Rule.

Please, check this Community post: 

Screenshot is from IFS Cloud version, but this can also be done in App10.

Which IFS version are you using?

Regards,

Pilar

Hi Pilar,

thank you we use IFS aurena v 22.1.9

Hello to you Pilar I am afraid but the link you gave me is not reachable …

Thank you

Frédéric

Sorry @fthary ,

This article is only shown internally for partners and employees.

The content is the following:

Hi,

I would like to know how to customize the file name of a report, when I print and download it, so that I don’t have to rename every PDF file by hand. I’m using IFS Cloud.

Currently, when I print a report, I get a file name like “PURCHASE_ORDER_PRINT_REP13467.xxxx.pdf”. How can I change the parameters of the file name? For example: adding the order number to the file name or a string.

Any help is appreciated.

Thank you in advance.

Best answer by Technical Outlaws

You can use a report rule, please see the example in the screenshot below.  Obviously define the report rule condition that is appropriate for your requirement.

Let me know if this can help.

Regards,

Pilar

Hello Pilar,

I am back with the same problem I did the same as your sample but still get the same pdf file name...I even tried to put a static name eg test.pdf but nothing works I show you what I did : 

1°) here are the different layouts for the purchase_order_print_rep :

I regularly use APP_COMMANDE_ACHAT.rpt

then I create th following rule to apply only on APP_COMMANDE_ACHAT.rpt

but when I print the purchase order i still get the old pdf file name…

Could you help me ?

Thank you

Hi ​@fthary ,

I’ve just checked in a Core environment with 24R1 and system works as expected:

Please, enable de report rule log in system parameters and check if your action is executed or not.

I also tried in another language and it’s working correctly too.

Regards,

Pilar

Thanks Pilar I added “(“ and “)” that wer missing but still get the same name...I wonder how to activate the logs ...because it is always empty 

perhaps the engine is not started but I don’t know how to start it…

Thanks a lot

Frédéric

Hi ​@fthary ,

There is a parameter in System Parameters to enable the log of report rules. Please, disable it once you finish with the analysis, to avoid this log to generate many records in database.

Regards,

Pilar

Hi Pilar and thanks a lot for your help. I turned the dedicated system parameter to on and now i get logs :) but the result is still the same i show you : 

and here is the result

here is my rule :

so is there anywhere a parameter that supersede this rule ?

Hi ​@fthary ,

I don’t think so, as I created the same rule (but in English) and it worked fine.

Could you try to do the same in English?.

If this doesn’t work, then better to create a Support ticket.

Regards,

Pilar

Hi Pilar,

I tried as you sugested in english but the result is still the same.  Ihave the results logs here and I wonder if there is a link with the 3 en lines (Rule ID=10 No Archive Actions were executed For Rule rule_id=10 result_key=41835) ? and another question : how may i create a Support Ticket 

thanks for your help.

Frédéric

Hi ​@fthary,

These archive lines also appeared in my example in Core, but yes, please, create a support ticket to check this problem in deep.

Sorry for not being able of helping more on this.

Regards,

Pilar

Hi Pilar 

my problem not fixed but i go forward in the knowledge of how IFS handle the printing process…

It seems that we need to use output channels because when we want to print a purchase order we go to purchase orders and then we select the order we want to print and we clic on “share” function (without channel) and we do not use the print via channel (file/email/ftp)...and it seems that if we use print via channel the report rules will work...do you aggree ?

Thanks in advance.

Frédéric

Hi ​@fthary ,
Sorry but I don’t get what you mean by using the “share” function and don’t use the print or email option… These are the options I can see in my Core environment:

How do you print then?

Regards,

Pilar