Document Builder - custom name for each file?

Is there any update on the document builder being able to custom name each file on output? Seems like this one is a high request and wanted to see if there is any progress?




  • JSanita
    JSanita ✭✭✭✭

    You can drag and drop one of the column headers to the "output document name" section when you set up your mapping.

  • Kelly R.
    Kelly R. ✭✭✭✭

    Thank you but I would like to be able to customize like you can with an alert message, such as:

    • To create placeholders and further customize the message, use braces: {{Task Name}}.

    This will pull the column header but include the specific ID for that row the document is being generated.

    Example: if the Column header is labeled as ID# and the row I am creating the document is ID# ABC123 that is what I want the PDF name to be when it saves or ABC123.pdf.

    Thank you,


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Kelly R.

    I hope you're well and safe!

    You can add a so-called helper column with a formula to create your naming convention.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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