Customizing the generated document filename.

Greetings,

I would like to customize the filename that is generated when creating documents.

I have the exact same problem as Andy in the following linked post.

https://community.superoffice.com/en/developer/forum/rooms/topic/superoffice-product-api-group/crm-windows-application/the-name-of-documents-in-email-attachments/

I'm looking for an up to date solution to this problem.

 

- Svenni

RE: Customizing the generated document filename.

Hi Svenni

We have a solutuion to that problem.   It consist of an Outlook plugin, and a small PHP web-panel, that let you select multiple recipients and documents to send.  It is a part of our project extensions,, and it will suggest the project members as recipients.
Document names i SO_ARC are not changed, but Outlook attaches the file(s) with a readable name, by default the title.

The plugin can also merge template variables outside the scope of SO etc...

 

 

Af: Inge Simon Thorbjørnsen 3. okt 2020

RE: Customizing the generated document filename.

Hi Svenni,

There is no updated built-in workaround for this behavior.

Best regards.

Af: Tony Yates 5. okt 2020