Format and customize PDF file name
Sent and Completed Document Date in the PDF file name in Salesforce
Currently this is appended as "... sent DD/MM/YYY" or "... completed DD/MM/YYY"
This is great in principle, however the "/" symbol in the date is causing issues for us downstream in operations. Can those be changed to either a "-" or "."
2
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AdminLiezl C
(Admin, PandaDoc)
shared this idea