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Customer experience | Sales, Customer Insights,...
Answered

How to rename PDF file automatically during export

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Posted on by 100

Hi all,

Export to PDF in Model-driven App is very limited: each time users must rename the file with the ID code of the current form offered.

Users don't want to export the PDF file with the template name and manually rename it (for example rename with Quote ID code)!

How to capture a column value during SAVE AS to PDF in order to automatically rename the file? Is there a workaround? Some advice?

ExportToPDF.jpg

  • Community Member Profile Picture
    525 Microsoft Employee on at
    RE: How to rename PDF file automatically during export

    Hi David Pezzoli,

    Voted it.

  • David Pezzoli Profile Picture
    100 on at
  • Verified answer
    Community Member Profile Picture
    525 Microsoft Employee on at
    RE: How to rename PDF file automatically during export

    Hi DAVID PEZZOLI,

    Unfortunately, there is no OOTB to do this. 'Export to PDF' is a system dialog, there is no way to do some customization. You can create a new idea here to progress this feature:

    experience.dynamics.com/.../

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