Forum Discussion

BarbaraAlvarez1's avatar
BarbaraAlvarez1
Qrew Member
5 years ago

Add my Contact's name as part of a .pdf file name

I'm creating PDF's to send to unique contacts.  The pdf name is showing as  App_Name.pdf   Is there a way I can modify to show as App_Name.[contact - lastname]. pdf ?

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Barbara Alvarez
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  • It sounds like you are using the add-on from Juiced Technologies called Exact Forms Plus.

    Typically the button you click to create the file will have a line that looks like this. 

    & "&fn=AppName"

    what you can do is to make a formula field for the file name.  Let call it [EF+ File Name]

    That field would look like

    "some std words" & "." &  SearchAndReplace([contact - lastname],"'","")

    The crazy stuff in that search and report is to look for characters in he last name which will mess up the button.  ie eventually you will have a client called Paddy O'Connor and that single quote will make the button fail.  So that SearchAndReplace is to look for single quote and turn them to a null.

    So then you would change the line in your code to 

    & "&fn=" & URLEncode([EF+ File Name])




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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • BarbaraAlvarez1's avatar
      BarbaraAlvarez1
      Qrew Member
      Actually, I'm not using any add-ons.     I'm creating a dynamic form with required fields then using the print function under 'More'  then saving as PDF.      No automated function, pretty manual for this phase.

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      Barbara Alvarez
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