File Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save ...
Forum Discussion
If you're using the formula URL method to generate the document, you can set the filename there. Below is the example code for the button:
var number recordId = [Record ID#]; //record ID# you want you are generating the document from
var number templateId = 1; //ID of the template you'd like to generate
var text tableId = Dbid(); //tableID of the table the template was built in
var text fileName = "myqbdoc"; //name of the generated file
var text format = "pdf"; //output formats: html, pdf, docx
var text qbRealm = NotRight(NotLeft(URLRoot(), 8), "/") ; //gets the current realm, required for API requests
"https://api.quickbase.com/v1/docTemplates/" & $templateId &"/generate?&tableId=" &
$tableId & "&realm=" & $qbRealm & "&filename=" & $fileName & "&format=" & $format
&"&recordId=" & ToText($recordId)
Jeff,
Unfortunately this only works to rename the file if you use their custom Formula URL button. When using a custom notification and attaching the document template, it creates the name document-1.pdf, and this name cannot be changed at this time.
Upvote if you get a chance! It's actually more important to be able to control the name when attached to an email, in my opinion.