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Unique Document Name
Hi,
Like many users, we use TD to produce our sales invoices - each sales invoice of course having a unique ID. What I'd like please is for the Unique ID to be incorporated in the name of the Document produced for that record, and not just the document template name.

EG. Document template is called 'Sales Inv'. Each sales invoice produced is called Sales Inv, Sales Inv (1), Sales Inv (2) .... etc.
For an invoice record with a unique ID of 654 I'd like the resulting document to be called 'Inv 654' - being an amalgamation of a fixed prefix (in this case "Inv ") and the record ID "654".

Can this be done currently? If not, I'd like to propose development please.

Thanks,
Rebecca
ID
1099
Category
TeamDesk
Author

Rebecca Sell
Date Created
4/21/2017 7:28:19 AM
Date Updated
4/21/2017 7:38:26 AM
Comments
Slava Shinderov  Staff  4/21/2017 7:33:31 AM
@Rebecca please consider using "File Name" custom formula from "Advanced Options" section for that:
https://www.teamdesk.net/help/9.2.aspx
Rebecca Sell 4/21/2017 7:38:26 AM
Fantastic! Thank you!
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