Ability to customize file name in PDF Templates

Chad Meyer

May 25, 2018 19:16

The standard send / save PDF functionality provides a hardcoded and sub-optimal name that doesn't even include the billing number. It is something like Billing PDF [Date]. It would be nice to support some variations some you can output something like "Company Name Invoice #12345678"

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14 comments

Kris Bachmann

May 29, 2018 16:55
We need to be able to have this modified or we will not be able to use the functionality, the invoice attachment needs indicate our company and at lease the invoice number, which in our case is the proprietary billing number. Please contact me if this cant be done as I am sure we are not the only client that would want or need this option.

Kris Bachmann, CFO Nardello & Co direct # 212-537-5339
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Ryan Faulkingham

May 30, 2018 18:34
Hi Chad and Kris,

Thank you for your feedback. I am submitting a ticket to our team as a product enhancement. Currently, after the attachment is saved, it can be edited with an updated name.

Thank you,

Ryan
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Eric Bicknese

May 30, 2018 19:32
I agree with the above comments, and would also add the the PDF's need to be saved via the Content_Document API (Files) and not attachments. This follows the Salesforce migration away from attachments to Files. The functionality would apply to both the Billing and Purchase Order objects & list views.
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Ryan Faulkingham

May 30, 2018 20:07
Hi Eric,

Our next release (Echinacea) will follow salesforce's lead and save to the files related list.

Thank you,

Ryan
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Rusty Mitchener

July 07, 2020 17:52
Has any work been done on the ability to change the file name of a Billing PDF?
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Rebecca Ralls

July 07, 2020 21:16
Yes - it's been updated in Iris: https://support.accountingseed.com/hc/en-us/articles/360043426813#PDFFile
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Antonia Nuzzolo

November 09, 2022 16:13
Rebecca's link leads to nowhere.

I still am looking for an answer on this. I've been glossing through the AccountingSeed classes in our Dev Console and keep hitting dead ends. The command button "Save PDF" uses the action="{!saveAttach}" which I can't find anywhere... I have to figure this out or AccountingSeed is going to fail for our company
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Rebecca Ralls

November 10, 2022 22:55
The Iris release notes were moved:

https://support.accountingseed.com/hc/article_attachments/6367640182419/Iris_Release_Notes.pdf

But what is it that you are trying to do, Antonia?
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Antonia Nuzzolo

November 14, 2022 17:21
I would like the invoice PDF names to be different. I am shooting the PDFs to an outside software and the name of the file has to be parsed to be filed appropriately.
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Bao Do

November 19, 2022 05:13
I think I answered this question 8n one of your other posts. The pdf filename is hardcoded in their managed package. You can't change it unless they extend that ability.
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Antonia Nuzzolo

November 20, 2022 19:06

Woohoo! Look no further, I found the answer!!

Copied and pasted from our savior, Tushar Saxena: https://salesforce.stackexchange.com/questions/317757/how-to-automatically-change-the-name-of-a-file-upon-creation

I added this to my dev console and it works perfect. Just did some refining to be able to change "test-" to what I actually wanted (which isn't difficult, just a bit of SOQL)

I tried the solution and created a trigger on ContentDocumentLink and it works. Like whenever I upload a file directly it changes the name with "test-"before the file name.

Trigger on ContentDocumentLink

trigger ContentDocumentLinkTrigger on ContentDocumentLink (after  insert) {
    
    if(trigger.isAfter && trigger.isInsert) {    
        ContentDocumentLinkTriggerHandler.onAfterInsert(trigger.new);
    }
    
}

Handler Code-

public class ContentDocumentLinkTriggerHandler {
    public static void onAfterInsert(list<ContentDocumentLink> contDocList) {
        
        Set<Id> contDocId = new set<Id>();
        set<Id> accIds = new set<Id>();
        
        for(ContentDocumentLink cdl : contDocList) { 
            contDocId.add(cdl.ContentDocumentId);
        }
        
        map<Id, ContentDocument> mapContentDocuments = new map<Id, ContentDocument>([SELECT Id, Title, FileExtension FROM ContentDocument WHERE Id IN :contDocId]);
        
        list<ContentDocument> listUpdate = new list<ContentDocument>();
        
        for(ContentDocumentLink cdlIterator : contDocList) 
        {
            ContentDocument objCntDoc = mapContentDocuments.get(cdlIterator.ContentDocumentId);
            String strFilename = '';
            
            strFilename = 'test-' +objCntDoc.Title+'.'+ objCntDoc.FileExtension;
            if(!String.isBlank(strFilename)) {
                objCntDoc.Title = strFilename;
                listUpdate.add(objCntDoc);
            } 
        }
        if(!listUpdate.isEmpty()) {
            update listUpdate;
        }
        
    }
}

Bao Do

November 20, 2022 19:08
That is excellent! Thanks for sharing
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Rebecca Ralls

November 20, 2022 22:27
Nice find! Thank you for sharing! 😅
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Rebecca Ralls

November 20, 2022 22:32
I guess you can't fire a flow on the ContentDocumentLink object ... yet 😜
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