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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Naming convention for ...
Small and medium business | Business Central, N...
Suggested Answer

Naming convention for Attach as PDF action

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Posted on by Lucas Moreira 5

Hi,

When creating PDF attachments from purchase order or sales order, using the  Attach as PDF action the name will be generated from the layout used plus the source and the source code number.

pastedimage1630529620300v2.png

Is there a way to customize the file name? I wanted it to be just the source (sales or purchase order) plus the source code (number of the sales or purchase order).

I did some extensive search but found nothing about it.

thanks.

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  • Suggested answer
    JAngle Profile Picture
    JAngle 150 on at

    In this instance the document attachment table is used. It does have integration events. These would offer the chance to alter the file name. Worth noting an additional function is used before the file is saved to the table to ensure it has a unique value as you could attach multiple versions of the same document. This would be to mimic versions of an order prepared for customer review. You don’t want to alter that if you can help it

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