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I am shocked that DocuSign Gen Templates for Salesforce does not have the functionality to use text from Salesforce Fields in the Generated File Name + File Suffix.
That feature is basic functionality in competitors like Conga Composer, PandaDoc, and SDocs.
Current functionality mandates that all generated file names be Static Text Typed in the Upload Documents Stage of Gen Template Flow] + File Suffix flimited to Data Source Name and/or Date]
Other Competitors give us the ability to dynamically change our file names in the doc gen such as “Custom_Field__c Purchase Order”
Other threads similar to this subject say the work around is for the user to manually edit the file name. This sucks on many levels. A: The user needs Salesforce permission to edit files (we generate files automatically in our current use case with Conga and the owner of the record is not the owner of the file). B: This is time consuming. Our doc gen automation kicks off purchase orders and work orders for all Closed Won opportunities. Now our end users need to manually edit them?
I don’t believe that the file name tContent Version?] is accessible via Record Trigger flow which means the only workaround to automate this is through Apex?