How to set the name of a template?

About this article

This article will explain what the document name setting is and provide examples of how it can be utilized with the binding syntax in smart templates.  

• What is the document name setting? 
• How to set the document name setting in a smart template? 
• Document name examples

 

Prerequisites

Library and at least one Dynamics modules enabled Templafy Desktop and Office VSTO add-in installed on the PC Tenant admin/owner access or Space owner access

 

What is the document name setting? 

The document name sets the document property "Title" for the template when downloaded from Templafy. If the document name isn't set, the name of the template will be used as a default. The document name can be set statically or dynamically by utilizing the binding syntax. 

 

The document name setting is only supported with files that will be stored in the Template Libraries (Documents, Presentations, and Spreadsheets Libraries). Assets (Text elements, Email elements, Slides, and Slide elements Libraries) will inherit from the setting upon insertion.

 

It should be noted that the document name setting is only supported when the templates are being downloaded through the Document creation flow, if the template is only opened and not downloaded, the "Title" document property should be used instead. If the title should be a combination of multiple fields, StringJoin() function can be used.

 

 

How to set the Document Name setting in a smart template? 

When building the template settings and properties, the Document Name setting can be utilized to set the document name for the smart template. Setting the Document Name setting can be achieved by following these steps: 

1. In the Template Designer, navigate to the Advanced tab
2. Click Add property 
3. Select Document Name in the Type dropdown
4. Enter the required binding in Document Name
5. Optionally, set an additional option to the setting
   
   • Disable updates: Disallow the setting from being updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template. 
6. Click Add to document
   
   • The Document Name setting will be added to the smart template 

 

Once the setting has been created, it can be edited or deleted.

 

Document name setting examples

 

Example 1

Using the Document Name setting to always set the name of the template to Memo.

Binding	Memo

 

Example 2

Using the Document Name setting to set the name of the template based on the "Subject" question originating from the response form 

Binding	{{Form.Subject)}}
Input	Subject = "Invitation"	Subject = "Memo"
Output	"Invitation.docx"	"Memo.docx"

 

Example 3

Using the Document Name setting together with the StringJoin() function to set the document title with the "Subject" question originating from the response form and the "Name" field originating from the user profile, separated by a space

Binding	{{StringJoin(" ", Form.Subject, UserProfile.Name)}}
Input	Subject = "Invitation" FullName = "Jane Doe"	Subject = "Memo" FullName = "John Doe"
Output	"Invitation Jane Doe.docx"	"Memo John Doe.docx"

 

Example 4

Using the Document Name setting to set the name of the template based on the "Subject" value originating from an external system via an App connector

Binding	{{HostSystem.Subject)}}
Input	Subject = "Invitation"	Subject = "Memo"
Output	"Invitation.docx"	"Memo.docx"

 

Related articles

What is a response form? What are functions, conditions, and operators? How to create a smart template with the Template Designer? Configuration of form fields in the User Profile