PDF Name
The PDF Name custom settings enables you to specify a naming pattern that is used to determine the name for generated PDF files. The file name pattern can contain placeholders.
Each PDF Name setting specifies the following information:
Field | Description | Example Value |
---|---|---|
Name | The unique name for the custom setting record. | |
Name Pattern | Specifies the name pattern for PDF files. | Invoice-[InvoiceNo].pdf |
To create a new PDF Name setting:
-
In Setup, open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
-
Click Manage in the row of PDF Name.
- Click New.
-
Specify the information as necessary.
The mandatory information include the record name and the actual file name pattern.
-
Click Save.
This creates the new PDF Name setting.