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Edit PDF file name for posted sales invoice attachments

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Posted on by Alzack18

Hi

I have problem with PDF attachment file name for posted sales invoices.

My invoices are in format: INV/YEAR/NUMER like INV/2022/001.

If I go to "Actions > Attach as PDF" my pdf name will be "001.pdf", instead format "ReportName DocumentType DocumentNo" like "123456 Invoice INV/2022/001". Problem is with characters '/'

in document no.

I tried to replace all '/' characters with '-' using ConvertStr(), but I couldn't find any good event to subscribe. Every event I found pass fileName or DocumentNo as normal parameter without prefix var, to edit it as reference.

Code is in table 77 "Report Selections" in procedure "SaveDocumentAttachmentFromRecRef".

I tried to use events:

1.table 77 "Report Selections" > "OnBeforeSaveDocumentAttachmentFromRecRef"

2. table 1173 "DocumentAttachment" > "OnBeforeSaveAttachment"

but all pass parameter without prefix 'var'.

Is there any solution to change PDF fileName in code?

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Dynamics 365 Business Central

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Nitin Verma 21,684 Moderator on at

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RE: Edit PDF file name for posted sales invoice attachments

Hi,

Please use below Event from table 1173.

[EventSubscriber(ObjectType::Table, Database::"Document Attachment", 'OnBeforeInsertAttachment', '', true, true)]

local procedure OnBeforeInsertAttachment(var DocumentAttachment: Record "Document Attachment")

begin

DocumentAttachment."File Name" := 'your file name';

end;

Hope it will help you.

Thanks.

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Amit Baru 3,037 on at

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RE: Edit PDF file name for posted sales invoice attachments

Hi,

I tried to replace all '/' characters with '-' using-->

DELCHR Function (Code, Text) function.

for removing special character from string.

Regards

Amit Sharma

www.erpconsultors.com

https://www.linkedin.com/in/amit-sharma-94542440/

Press Yes if info is useful.

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Alzack18 67 on at

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RE: Edit PDF file name for posted sales invoice attachments

Thank you for response Nitin Verma. This solution won't work because at this moment DocumentAttachment."File Name" have already cutted file name.

I need to write this line:

DocumentAttachment."File Name" := ConvertStr(DocumentAttachment."File Name", '/', '-');

If line should have name like this: "123456 Invoice INV/2022/001" at this scope field DocumentAttachment."File Name" contains " only "001" value.

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Alzack18 67 on at

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RE: Edit PDF file name for posted sales invoice attachments

Thank you for response Amit Sharma.

This doesn't solve my problem, but it's helpful.

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Inge M. Bruvik 1,041 Moderator on at

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RE: Edit PDF file name for posted sales invoice attachments

Maybe you can show us the complete code you have for the trigger you try to use.

It is often easier to help when we can see the whole picture through the compete code.

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Alzack18 67 on at

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RE: Edit PDF file name for posted sales invoice attachments

Thank for your response Inge M. Bruvik. My code looks like this. Just like I wrote in previous comment, this solution doesn't work because DocumentAttachemnt."File Name" contains already cutted file name like "001" instead of "123456 Invoice 001".

All start in page 132 in action "AttachAsPDF".

codeunit 50149 AttachPDFFileNameValidation { [EventSubscriber(ObjectType::Table, Database::"Document Attachment", 'OnBeforeInsertAttachment', '', true, true)] local procedure OnBeforeInsertAttachment(var DocumentAttachment: Record "Document Attachment") begin DocumentAttachment."File Name" := ConvertStr(DocumentAttachment."File Name", '/', '-'); end; }

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Fisher A 25 on at

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RE: Edit PDF file name for posted sales invoice attachments

Anything i change on the event OnBeforeInsertAttachment, does not get updated on record...

i change the name of the file and it still gets inserted with an old name..

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DAnny3211 11,376 on at

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RE: Edit PDF file name for posted sales invoice attachments

hi

try this event

[EventSubscriber(ObjectType::table, 1173, 'OnAfterInsertEvent', '', false, false)]

local procedure ChangeName(var Rec: Record "Document Attachment")

begin

if rec."Table ID" = 112 then begin // this is my condition

rec."File Name" := 'NewName'; //-> in your case should be: rec. "File Name" := ConvertStr(rec.'File Name','/','-') ;

rec.Modify()

end;

end;

obviously try to condition the change according to your document and your conditions

check my answer if it helped you, thanks

DANiele

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YUN ZHU 92,445 Super User 2025 Season 2 on at

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RE: Edit PDF file name for posted sales invoice attachments

Hi, just adding some info.

Hope the following can give you some hints.

How to directly export Report from page (Custom Filename For Report Export)

https://yzhums.com/21202/

Thanks.

ZHU

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Fisher A 25 on at

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RE: Edit PDF file name for posted sales invoice attachments

yes, it works with this event, but i need to have file name changes before it is saved to BC.

What i am trying to achieve is when user tries to add an attachment, i want to save it to Azure blob storage and in case if there is an error on sending it to Azure storage, user gets an error and has to try adding an attachment again.

in file name i want to save the full path to Azure blob storage so taht is why i need it to be updated...

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