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Proconsult

Word Merge : is it possible to specify a docx name different than the one generated by the system ?

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Hi all,

we would like our Word document generated to be automatically renamed differently than the standard [TemplateNamexxxxxxxxxxxxx.docx] ?

We would like to get the name from a text field in the opportunity (with oppo items) that is the offer nr.

Is it even possible ? (parameters or development if any) (version 7.3SP2 is currently used)

Thank you

Proconsult

  • 0

    Hi Proconsult

    This is something I've looked at over the years and there is nothing within CRM that seems to control the naming convention of the output file. This forces me to conclude that it is controlled by the eware.dll file - and this there is no ability to affect what it does.

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