About this article
When a (Word) document is created from the Templafy WebApp then by default the name will be the value of the document property 'Title'. If that is empty then it will be the name of the template.
If you want to decide for yourself what the title will be then you can set the Document Name in Dynamics Designer. This article will explain how to set the Document Name.
Prerequisites
|
How to set the Document Name?
- Open Templafy task pane in your Office application
- Go to the ellipsis menu in the task pane and click on
Dynamics Designer
- Go to the
Document
tab - Select
Document Name (Dynamics Templates)
- Click the
+
button - In the field
Document Name
create a binding to the field of which you want to use the value as the title of your document, e.g. {{Form.Subject}}: - Click
Create
|
Example 1
Using the value of the form field 'Subject' as title.
Binding | {{Form.Subject)}} |
Input | Subject = "Invitation" |
Output | "Invitation.docx" |
Example 2
Using the StringJoin() function to join multiple pieces of text with a separator in between.
Binding | {{StringJoin(" ", "Memo", Form.Subject, UserProfile.Team)}} |
Input | Subject = "Invitation", Team = "HR" |
Output | "Memo Invitation HR.docx" |
Example 3
Using the value of the HostSystem field 'Subject' as title.
Binding | {{HostSystem.Subject)}} |
Input | Subject = "Invitation" |
Output | "Invitation.docx" |
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