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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Is it possible to change the name of the PDF file you created (on Ipad) prior to emailing it. Currently it names the pdf the name of the database. I need to be able to put the customer name in he pdf name prior to emailing. Any thoughts?

  • 3 weeks later...
Posted

I'd use two variables: 1 for the path to save to & 1 for creating the new filename. To retrieve the desktop path of your device use get(documentspath)

In a script this could look like:

set variable ($$customer; value:table::yourcustomernamefield)

set variable ($$path; get(DocumentsPath & $$customer & ".pdf" )

Than to save the pdf:

Save records as PDF(restore;no dialog;"$$path";current record)

Than use your email script to send the mail with the name you gave to the pdf.

Should work... :)

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