Document Builder - custom name for each file?

Hannah Hodges

Hi,

Does anyone know if there is a way to generate a unique name for each file made with document builder? Right now when I generate multiple files, it's just the name of the template file with the version number. Ideally, I would be able to customize the name based on the entries in a few of the rows.

Thanks,

Hannah

RossL

I had asked for that in the EAP Bata but it doesn't look like it make the cut.

RossL

I had asked for that in the EAP Bata but it doesn't look like it make the cut.

Chris Mathews

Thank you for your feedback @Hannah Hodges. I'm the Product Manager on the document builder team. Custom file naming is requested often and is high up on our list of enhancements to make. Unfortunately I can't share an ETA at this time. Keep the feedback coming though, it's super helpful as we work on the next enhancements to document builder.

Kelsey Guinn

very hopeful that this will become available soon

Guangda Shi

Definitely need this feature! We need to use a cell value like project title and a date as the file name.

Maureen Tonn

We need this too! It will make the PDF builder much more useful.

Sarah Donnelly

Not being able to create a custom name for each file is one reason my organization has been holding off promoting the use of Document Builder to our staff.

It would be awesome to be able to choose to use information entered on the row (like a name and a date) or a combo of the project/sheet title and data entered on the row to create the custom document name!

Kirstine

I completely agree. I currently use the (far more clunky) Smartsheet/Google mail merge and want to switch to this, but the fact that the Google docs version allows you to choose a field for the filename means I'm stuck with it for now. 🙄

Hannah Hodges

@Chris Mathews are there any updates on the ETA of this enhancement?

Isuzu CSI

Looks like I am late to the party. But I have a large project that will create approximately 345 unique documents, one for each of our North American dealers. And having a file name that reflects each of the files being unique will be very helpful.

Ayman Douar

Any chance we have an ETA on when this feature will be available? It would also be really useful to have an automated workflow for the document builder, simply trigger the generation of a pdf based on a new form entry.

Jay Nutter

@Chris Mathews is there any update on this. It looks like this was a popular request and has been hanging for more than 6 months - what is the status?

Ryan W

I also support the idea of this.

I would like to be able to name the file with {{ }} just like with automation workflows.

I have been painstakingly been changing the titles manually since release.

I would also like if Document Builder could be added to the automation workflow as an option.

John Pudar

Also looking for an update on this. The lack of ability to create unique file names is what's keeping us from using this feature.

@Chris Matthews, please let us know if you've heard anything as of late. Thanks!

Patrick Jones

Is this coming soon? This would be a really useful addition to the feature.

Kimani McCoy

We also had this issue, however, as a work around, we introduced another column (hidden and locked) with a formula for file naming and use that column as the document name.

Hope this may work for you until there is an official update from Smartsheet.