Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Need Dynamic value "Qu...
Customer experience | Sales, Customer Insights,...
Answered

Need Dynamic value "Quote name" in "Save as" text field in Export PDF Dialog box on Quote

(1) ShareShare
ReportReport
Posted on by avnishsaklani 5

When I am choosing any template it is taking the template name eg. Quote summary is the Template so it is taking Quote summary.pdf. Is it possible that it takes Quote name from the crm instead of the Template name in /Save as/ text field in Export PDF Dialog box on Quote.

 

/avnishsaklani_0-1717391277462.png/

  • Verified answer
    Cui Hao Profile Picture
    Cui Hao on at
    Need Dynamic value "Quote name" in "Save as" text field in Export PDF Dialog box on Quote
    Hi,

    I have analyzed and tested your question, and I'm afraid it's impossible to achieve.
    This is an input element, with an event listener listening to see if the corresponding input event will be triggered, and triggering JavaScript to populate the name.

    We can't go and modify this particular event logic on a source code basis.

    I did a test and found that none of the values of the input elements can be changed:


    After I change the name with the code, it shows up successfully, but when I download it, the name becomes the default name.
    It's probably some mechanism that blocks it, so I can't get to it through the code. There is also currently no OOB method to get this name and populate it.

    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.


    Best regards,
    Cui Hao

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans