Attachments in the dynamic form and the mobile app automatically follow a naming convention, which makes filenames readable, unique, and consistent. This means:
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Attachments are easily retrievable, clearly named, and properly organized.
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Standardized files can be seamlessly integrated with SAP and other systems.
Configure naming convention rules
When you upload a file, the system generates the filename with a naming convention rule. The system follows this logic to create the filename:
<custom name defined by expression>_<timestamp>.<original extension>
To set the custom name:
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Create a new Dynamic Form template or select an existing one.
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In the Data Collection Template Structure section, click New Node.
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In the Properties section, select Input Attachment or Input Multi Attachment as the Type.
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(Optional) Set any additional categories to add to the file:
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For each category, select a single predefined value from a list or option group.
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The categories will be copied to all attachments created from this node.
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Under Expressions, enter a custom expression to define the base part of the filename in the Naming Convention field. For example:
"Report_INV-" + [Invoice_Number] + "-" + [Customer_Name] -
Save your changes.
When you upload a file to the FSM Mobile app, the system automatically applies the settings.