Doc merge file name

The file name of a doc merge quote PDF now contains the "name" field of the quote followed by the document_template "name".

We would like to also include the customer reference of the quote {description} to the file name of the pdf.

Example:

210002266 - Quotation NL - Your reference RFQ-0001

Does anybody know how to achieve this?

Parents
  • Hi , this functionality doesn't currently exist in the product, but there is an idea filed for it: idea #89237. If you contact Sugar's Support team with this idea number, they can track your interest in this, which will then help the Product team gauge how many people this affects.

    -Brenda

Reply
  • Hi , this functionality doesn't currently exist in the product, but there is an idea filed for it: idea #89237. If you contact Sugar's Support team with this idea number, they can track your interest in this, which will then help the Product team gauge how many people this affects.

    -Brenda

Children
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