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Question

IFS Cloud - Rename PDF file title


Forum|alt.badge.img+7
  • Do Gooder (Partner)
  • 26 replies

Hello,

 

I would like to ask if it is possible to set some rule into generation of PDF file name.

For example I print purchase order report. File name of this pdf is just some random code.

Also when I emailed this report via PDF_REPORT_CREATED event, pdf attachment has this randon name. I would like to rename this pdf file and set some rule how it should look like.

Is it possible via report rule or is there some other way how to achieved it?

Thanks

 

Romana

6 replies

ashen_malaka_ranasinghe
Hero (Employee)
Forum|alt.badge.img+12

Hi @Romana,

Yes, it is possible to achieve your requirement by using a report rule. You must define the report rule condition according to your requirement.

Also, please refer to the following documentation.

https://docs.ifs.com/techdocs/23r1/050_reporting/251_operational_reporting/070_report_rules/#configure_reporting_rules

Refer to the following sample example also.

 


NovPeterR
Sidekick (Partner)
Forum|alt.badge.img+6
  • Sidekick (Partner)
  • 28 replies
  • October 27, 2023

This seem to only change the saved file name.
When sending the PO email the attached file still gets the default document number file name.

Any ideas of how to change the file name of the attached file?


ashen_malaka_ranasinghe
Hero (Employee)
Forum|alt.badge.img+12
NovPeterR wrote:

This seem to only change the saved file name.
When sending the PO email the attached file still gets the default document number file name.

Any ideas of how to change the file name of the attached file?

For that also, you can use a report rule.

According to your requirement, it is required to use Route To Connect action type. 

Refer to the following attachment:

 

In here you can use the OutputFileName property.


Forum|alt.badge.img+4
  • Do Gooder (Customer)
  • 10 replies
  • July 21, 2025
ashen_malaka_ranasinghe wrote:
NovPeterR wrote:

This seem to only change the saved file name.
When sending the PO email the attached file still gets the default document number file name.

Any ideas of how to change the file name of the attached file?

For that also, you can use a report rule.

According to your requirement, it is required to use Route To Connect action type. 

Refer to the following attachment:

 

In here you can use the OutputFileName property.

Hi ​@ashen_malaka_ranasinghe 

 

I am looking to do similar here, but I would like to amend all print jobs to be renamed to include a user ID. So for example I’m currently looking to have delivery notes output as LayoutName_JobID_CurrentUser

 

How would the report rule be set to achieve this?

 

Thanks,

Chris


Forum|alt.badge.img+4
  • Do Gooder (Customer)
  • 10 replies
  • July 21, 2025

I have now managed to do this by using the Set Print Agent Property type and amending the SpoolFileName 

 

SpoolFileName=[#ReportTitle]_[#ResultKey]_[#PrintedBy]


ashenfdo
Sidekick (Customer)
Forum|alt.badge.img+8
  • Sidekick (Customer)
  • 65 replies
  • July 27, 2025

​@ashen_malaka_ranasinghe 

 

I added a report rule like this but still its fetching a random no

version is 24r2

 


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