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Customizing Powerform PDF File Name

  • 23 April 2024
  • 2 replies
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Hey everyone! I'm not sure if this feature is available, but I wanted to ask just in case it's possible. I've created a powerform that forwards to our ticketing system, generating a PDF. However, I'm wondering if there's a way to grab information from the document (senders name) or perhaps when the initial sender information is filled out, is there a way to customize for that information to populate on receipts file name? I see that “Completed” is automatically added to the receipt, is there a way to customize this? 

What is currently showing is, “Completed: WireTransfer.pdf.” What I would like to see is, “Completed: (Name) Wire Transfer.pdf.” Attached is what I am seeing in our ticketing system. Thanks everyone!

 

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Best answer by JohnSantos 23 April 2024, 23:53

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@JP801 - You can edit the subject line in your PowerForm to read:   [[Signer_UserName]] Wire Transfer.pdf  where Signer is the Role name on your Template.

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Thank you, John! This worked perfectly. 

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