Better filename proposition for pdf exporting using print button

To restore a PDF creator’s lost functionality now that it’s in mode legacy:

To export a document to PDF one must press ‘print’ and then save the document to pdf using the operating system’s ‘export to PDF’ function.

On Windows10, and I’m guessing on the other systems as well, the file name proposed is set to the browser tab’s title.

At this point this title is usable for browsing but doesn’t contain the customer/recipient of the document, and has weird characters for dashes:

For this reason to be able to produce filenames with the prior format of “Number - Recipient”, additional editing of the filename is required and also copying and pasting of the customer’s/recipient’s name.

The resulting procedure is much slower than the previous, making the process unnecessary tedious.

Changing the tab title to “Reference - Date - Recipient” would streamline this operation, and improving the resulting filename with the addition of “date”.

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That is beyond Manager’s control, because you are using features of your operating system and browser exclusively.

Manager is a web-server based app. In it’s heart a web-server is running that’s creating all pages of the program (desktop version included).

Every page created, get’s a “page title” that is controlled 100% by Manager’s code. I repeat 100%, not even 1% below that.

Then user’s browser, uses that title to generate the auto-filled filename for PDF export. Believe me it’s 100% doable, and a time saving feature for every day use.​

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I want to be clear about this:

The way I posted this topic, is meant to be for the developer. The usual user, would have asked for a “better filename proposition when exporting”, but instead in an effort to facilitate the development, I took the extra mile, found the solution for the problem and explained it.

So now, I 'm changing the title to reflect the typical user.

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I agree that filenames of PDFs that those not wanting to use the legacy PDF generator should be much more intuitive. However, I disagree that date should be part of a filename. Each file has a creation date embedded in it and you can always sort on these files in the folder of whatever main operating system you use. Also dates appear when opening files such as receipts, etc.

Yes the date is controversial, but Reference and Recipient is crucial for sure. For me the date is a plus but not a dependency.

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Improved in the latest version (22.1.11)

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Thanks @lubos, there is unfortunately a problem. Many of the imported bank statements do not have reference numbers. So when trying the new print to PDF for a payment it provides “OUR COMPANY NAME” — Payment — 0 — View.pdf as filename.

Indeed, the internal pdf generator is even worse as it would just name the same Payment 0.pdf. The difference is that we would only create PDFs when sending emails and therefore use the legacy pdf generator as it is much more convenient to use.The description with { fields } that we included in the email template has all the details needed to explain what the attachment is about and therefore less of an issue than downloading several pdf files via print that all have exactly the same file name but totally different content.

In the case of print to pdf, you first will need to open such pdf to know to whom to email it and also to copy over some description in the email body that explains what is attached. With so many identical file names and the lack of being able to automatically include content from the attachments into the email this is too cumbersome and one more reason why pdf generation as part of Manager should not even be a legacy product but one that needs fixing or being restricted to fixed templates where only some theming such as logo and colours could be changed.

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I tested print and I believe it’s the same as before. Unless I’m doing something wrong.

As you don’t say what version of Manager you are using, it is impossible to comment or answer your last remark

Also, an image of what you are commenting on would be really helpful

For a Sales Invoice on version 22.1.11 Manager uses invoice number and customer name

For a receipt it uses Receipt Reference number and Customer Name

This seems very appropriate to me

Are you using the “Print” Button or the “PDF” one?

From the photos it seems that you are using the “PDF”. The point of the post is that you should get the same outcome when you press “print” and then save to PDF from the printer menu…

I haven’tposted any photow because I have the same outcome as the first photo. version 22.1.11

@lubos I can’t seem to find any impovment on the filename created. Am I doing somehting wrong?

@lubos, it seems that on my server edition, the problem is fixed. The page title changes, when I am pressing print. But on desktop edition this isn’t happening. I guess that’s why you wrote improved.

Is there a way to improve the file name. When I print say a quote, I get this

Dalacor — Sales Quote — 476 — View.

I would prefer to have what the pdf inbuilt printer had which was

Quote 476 - Client Name.

When you are doing multiple quotes for different clients, one wants to have the quote number and client name. My company name and View is irrelevant.

I do realise that Manager is getting the name from the Tab name and breadcrumb name. Perhaps if Manager was updated to include the client name in the breadcrumb name and the print dialog removed the dashes then it would work more like the old inbuilt pdf printer as that naming format is much better.

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