I suggest you ...

When attaching a PDF file to an SF record allow for the name of the file to be set

Currently when a user completes a form that is attached to a Salesforce record the name of the file is set to the name of the form. When the user goes to look up their form if they have created more than one the have the same name. It would be nice if we could use a field entry to define the name of the file that is saved.

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Chris Morgan shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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