Set Merge Fields to the File Name

When outputting a file, the merge fields can be set to the file name.

Overview

Examples of Use

Required settings

Open the OFC_Template Record screen and set the merge fields to "Output File Name" in the "File Type" section.

Output File Name: Enter the output file name. Merge fields {! Object API Name. Item API name} can be included in the file name.

e.g. Invoice_{!Opportunity.Name}

It is also possible to set the current date and time for the merge fields. (OFC Ver.2 or later)

e.g. Invoice_{!Opportunity.Name}_{!Today(), yyyyMMdd}

Output example: Excel output with the Opportunity Name "Dickenson Generators" and output date of March 1, 2024

Invoice_Dickenson Generators_20240301.xlsx