Create enables admins to define a name for files that the users generate from a recipe. By default, the generated documents share the name of the recipe, but the admins can control this in from the toolbar of the Recipe editor, under the gear menu of Settings → Dynamic filename.

Currently, the only dynamic elements in the filename can be the filename or a label of a text element inserted via the RecipeReference form field.

Syntax

The Dynamic filename tab contains the Filename template and Configuration items settings.

Filename template

A string that's used as the filename for documents generated from the recipe. The filename template can reference configuration items in order to become dynamic.

Configuration items

A configuration item is a variable that stores a value. It's referenced by its name, which is always of the format {number}. The first configuration item is called {1}, the second {2}, and so on.

The value of a configuration item is chosen by selecting a target RecipeReference form field, and the property of the recipe chosen by the user in that form field, which can be either filename or label.

Example

Consider a recipe for a building permit that contains a RecipeReference field called Resolution with options Approval and Rejection. If you:

• Set the filename template to Building permit - {1}.
• Add a Configuration item.
  • Set the Target to Resolution.
  • Set the Property to filename.

In this case, the filename will be Building permit - Approval if the Approval recipe reference is selected, and Building permit - Rejection if the Rejection recipe reference is selected.

Read more

Follow our how-to guide for setting a dynamic filename to get some guidance on how to reproduce the example described above.