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Customize the file naming structure when exporting PDFs
Cory MacVie
Currently, files are automatically given the Fulcrum ID as their filenames. It would be helpful for the ability for a user, while downloading, to change the file name of a pdf so that the filenames are taken from fields in a form. e.g. like a site name and number collected.
Dale Wilson
We have released our first iteration of this for media files using the data downloader. Check out this new feature here!
http://help.fulcrumapp.com/en/articles/4851960-custom-media-file-naming-using-the-data-downloader
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James Harvey
Hi there, any updates to report? First iteration for media files is great, but having this functionality for file names of PDF reports would be great.
Dale Wilson
open
Cory MacVie
under review
Renaming Photos has been shipped.
Cory MacVie
Dale Wilson
We have released our first iteration of this for media files using the data downloader. Check out this new feature here!
R
Rachael @ CrookSWCD
Dale Wilson: This is AWESOME! I am so happy that this feature exists. You have made my job so much easier. Thank you for responding to our needs. You guys are a great company!
Roy Dennis
Please! For our users, it's a nightmare!
I did this "manually" (ie my own script), and the way I got around the file name collision is exactly how Chris said, which is:
[custom title]_[fulcrumRecordID].pdf
I mean, the custom title could simple be the title as defined on the record itself, that would be a great start!
Rachael Davee
This feature is very important to our organization as the data management already requires many different software programs to manage. I hope to be able to select a column to name the photos for export will make it possible to print photos and easily reference them for retaking photo points in the field.
It would also be great to be able to title them with a water mark that has the name so you can tell what picture it is without needing to look at the file name.
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Adam
It would be useful to be able to specify a prefix or suffix format on this too. Our use case when post processing is rename to ‘oursystemid.001.jpg’, ‘oursystemid.002.jpg’ etc where ‘oursystemid’ is one of the fields in the app. We also have additional photo fields in the app where we will rename the next photo field to be saved as ‘oursystemid.S01.jpg’, ‘oursystemid.S02.jpg’ etc.
Bryan McBride
in progress
Rachael Davee
Bryan McBride: Do you have an estimate for when this will be available? I don't want to spend the time renaming the files if this feature will be available soon.
D
Daniel Schonberg
I was just about to say the exact same thing. Additionally, having the exported PDF name be a selection of fields to help customise the name.
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