Ability to use Salesforce Text fields in generated file name

Categories:Integrations

Forum|Forum|1 year ago
September 23, 2024
2 replies
99 views

It would be great if we have the ability to make generated file name dynamic by using any of the text fields of Salesforce record like <quote.Name>_<quote.SBQQ__Opportunity2__r.Name>.pdf

J

Jenny.Martin

Community Moderator

Thanks for sharing this idea with us, @Kavita Saini. We’ve reviewed it and appreciate the thought behind it. At this time, we’re not planning to pursue this request, so we’ve marked it as parked. While it’s not on our current roadmap, ideas like yours help inform future direction if priorities change.
Thanks again for contributing your input.

Regards,

Jenny | Docusign Community Moderator

J

Jenny.Martin

Community Moderator

Idea Submitted→Parked

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