Enhancement Request: Document Generator: Dynamically set the file name for generated PDF

Greg Barnes

Current function:

The document Generator is awesome! The one downside is that you can not map a a field to be set as the pdf name. To have a custom name, you have to:

1. Attach PDF to row, rename each pdf that was generated manually.
2. Download the PDF(s), rename each file manually PDF

Enhancement request:

Add the ability to map a column value to the file name in Document generator

Andrée Starå

Hi @Greg Barnes

I hope you're well and safe!

Great idea! That would be a great addition to Smartsheet features.

If you haven't already, Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Steve Snell

SharedScreenshot.jpg

How or can you combine two columns to create a file name? Ex. Column A is my RFI # Like 4 & column B is RFI name like Door color to get RFI 4 Door color. I use the RFI # as a auto-generated number system and we choose the name

S.snell@spain-commercial.com or my cell is 757-876-8011

Andrée Starå

Hi @Steve Snell

I hope you're well and safe!

Here's a possible workaround or workarounds

• Create a so-called helper column to combine the columns you already have to create the filename and then use that for the Output Document Name field in Document Builder.

Something like this.

="RFI" + " " + [RFI #]@row + " " + [RFI Title]@row

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@Greg Barnes

I just noticed that I missed including you in my previous answer.

I hope that helps!