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SVMX Output Document - Display File Name

SVMX Output Document - Display File Name

SVMX Output Document - Display File Name

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When setting the Display File Name for an output document you are unable to reference formula fields on the related record.

 

1. Configured Display File Name

Doc Designer.jpg  

2. Formula Field that is referenced in the Display File Name

Formula.jpg

 

 

 

 

 

 

 

3. Field Value on work Order Record

Field Value.jpg

 

 

 

 

4. Final output name 

File Name.jpg

 

What is the underlying problem do you intend to solve with this idea?
Unable to reference formula fields when setting the file name
How is the problem being addressed today, if at all?
With code and custom setting
Product Area?
SmartDocs
What version of ServiceMax are you on?
20.1