Customizable Titles for exported data (PDF reports, KMLs, etc)
complete
J
Jackson Forrest
It would be great if we could set data driven filenames for exported data, especially reports. Currently, PDF reports export with the Fulcrum ID, which is very confusing for field workers who come back and want to export reports for storage. It is tedious having to rename PDF's. Also, it would be great if we could set record titles for KML exports. As it stands, we have to manually rename each individual feature if we want to create a Google Earth map from a Fulcrum exported KML.
Adrian Zuniga
complete
We made this improvement a while back and forgot to mark this post complete. Here's the link to the help doc: https://help.fulcrumapp.com/en/articles/8150006-how-do-i-customize-report-pdf-filenames
B
Blake Caldwell
Jackson Forrest
I know this is marked as in-progress, but it is possible to use the Fulcrum API to access reports and save them with data driven names. Might be something worth looking into developing in the meantime while Fulcrum is working on their version.
J
Jackson Forrest
Blake Caldwell: Thanks Blake, it looks like they just made this feature available so you can customize the name in the Report template editor. The API route is something I wish I had explored earlier though, good suggestion.
Adrian Zuniga
in progress
J
Juston Iburg
Fulcrum team, Please make this upgrade!