Set a dynamic file name to your generated document

Last updated Apr 28 2019

In this demo we will show you how to set a dynamic file name to the documents you generate.
we'll show you:
1- Where you need to set the dynamic file name (in the document settings > under the email category).
2- That you will need to use a hidden field to store the dynamic name.
3- That you need to then map a Salesforce field to your hidden field in the Get action.
4- That you can set a custom name instead of mapping to an SF field.



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