Skip to main content
Question

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

  • March 5, 2021
  • 0 replies
  • 19 views

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 ?

------------------------------
Barbara Alvarez
------------------------------
This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+22
  • Quickbase Alumni
  • March 5, 2021
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])




------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------