The TITLE ConfigType manages name of the generated document. Use MergeFields in Document Title field of Doc Configs record to control the name. For every merge field in Document title, you have to create Title Config type for that Doc Config in PDF Butler Builder and map it to the relevant DataSource and field to fetch the data into those merge fields. The below example explains more detailed steps on how to achieve this.
Example:
To generate the document with [[!ACC_NAME!]] – [[!DocGeneratedTime!]] as File Name, follow below steps.
- Create DocConfig “Title Demo” and update “Document Title” field in Doc Config record as shown above.
- Open PDF Builder, since we have two merge fields ACC_NAME and DocGeneratedTime, create TITLE ConfigType for both of them as shown below.
ACC_NAME ConfigType:
- Translate: Translation DataSource can be referred here for picklist fields. Create data source as described in Picklist translation DataSource
- Strip tags: Check this checkbox if the input contains HTML tags or enters and you do not want these to show
- Formatting: Different types of formatting were provided to choose here. Find more information at SINGLE ConfigType Text FormattingDocGeneratedTime ConfigType:
There is a $Now DataSource field in Cadmus constants. You can make use of it if you want to get Document generated time and choose your format as below.
- Open any Account record and Edit the page layout, then add PDF Butler convert component. Add DocConfig Id of “Title Demo” in DocConfigs to Retrieve attribute and save it. Go back to the account record, download the document. The File name will be Account name followed by document generation time according the format given in Document Title field of DocConfig record as shown in below screenshot.
