Document Builder custom filename

Khari Shiver

Hello,

Is there a way to customize the file name when using document builder? In theory, I would like to use data from the row itself.

Thanks.

Andrée Starå

@Khari Shiver

1. In the mapping screen, drag the filename onto the Output document name field. 

Andrée Starå

Hi @Khari Shiver

I hope you're well and safe!

In my client solutions, I usually add a so-called helper column where I combine multiple columns to one name and use that as the name reference in Document Builder.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@Khari Shiver

1. In the mapping screen, drag the filename onto the Output document name field. 

Khari Shiver

Ah, got it! It was right in front of my face! Thank you and it makes sense that you're in the member spotlight this month!