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Advocate V
Advocate V

How to rename PDF file automatically during export

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?






Super User
Super User

Hi @David_Pezzoli,

Unfortunately as you say this export to PDF is limited, and from what I know if you automatically preset the name. You can only manually rename in the Save As textbox.
You can however for Email action have a Dataverse plugin that triggers on create of Attachment (activitymimeattachment) record and renames the attachment file name to the desired name. You can have logic to trigger only if the Email is regarding a quote or if the PDF name is the template name. This a more complicated scenario which requires a developer to write C# code and would only work for emailing a PDF.

I would recommend to submit that idea though at: 

Hope this helps!


Advocate V
Advocate V

@EricRegnier thanks for your advice.

I know Plugin C #: Could you kindly send me a link to the example or similar scenario you propose, please?
Question: can Power Automante flow also be used? Or do you recommend Plugin just to capture the file during the native file attach process?

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