How do I customize Invoice file names?

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Antonia Nuzzolo

• November 09, 2022 16:18

Within the Billing object, upon hitting "Create PDF," I hit the "Save PDF" button. This button uses the action="{!saveAttach}".

The name of the PDF is Customer Name + Inv.# + some other things. I don't like it and I want to change it.

I am unable to find the saveAttach action to modify it. Does anyone know where it is or do you have a different idea?

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• 

  Bao Do

  • November 10, 2022 02:52
  • Edited

  You can't change it. That naming convention is set within their managed package code with no current ability to modify. You should submit a feature request.

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