Customize the file naming structure when exporting PDFs
complete
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.
D
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
Adrian Zuniga
complete
This is now live!
Adrian Zuniga
Learn more in this help article: https://help.fulcrumapp.com/en/articles/8150006-how-do-i-customize-report-pdf-filenames
Adrian Zuniga
in progress
John Nelson
planned
The ability to customize the name of PDF exports (and defaulting to a record's title) is a part of our plan for Q4 2022.
L
Lauren Johns
John Nelson: Hello, has there been an update on this feature?
Katie Briggs
Lauren Johns: Hi Lauren, This is still underway. We have designed the feature and reviewed it with our engineering team. It is currently on our near-term roadmap. I will update the status of this item in Canny to "In Progress" as it goes into active development, so stay tuned!
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.
D
Dale Wilson
open
Cory MacVie
under review
Renaming Photos has been shipped.
Cory MacVie
D
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 Davee
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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