--- title: "Renaming invoice/quotation PDFs" slug: "automatisation-renommer-des-pdfs-de-facture-doffre" updated: 2025-12-22T09:25:20Z published: 2026-01-07T10:04:05Z canonical: "help.frisbii.com/automatisation-renommer-des-pdfs-de-facture-doffre" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Renaming invoice/quotation PDFs José is happy with the progress of the PDF templates. The only thing he would like to change is the name given to the PDFs sent to customers. **Note**: This article is only a suggestion/inspiration for PDF renaming. You need to adapt this procedure to your needs. ## Creation of fields Please create this field to use for the feed and to compose the future name of your PDFs according to your needs. - **Frisbii_Ref_PDF:** Formula (text) Object: Invoice 'Prefix desired'+sofactoapp__Facture__r.Reference_facture__c ## Creating the flow To make it easier to work with and read the feed, we recommend that you follow a naming scheme like this: | Text variable | VarT_ | | --- | --- | | File Load | FL_ | | Update Record | UR_ | | Frisbii Variable | SoV | We advise you to read this article about good practices for the naming of flows: [Configuration Standards For Salesforce Visual WorkFlow](https://medium.com/taming-the-force/configuration-standards-for-salesforce-visual-flows-6e2c2edbbcaf) ### Procedure 1. Go to Setup > Process Automation > **Flows** 2. Click on the **New Flow** button 3. Select **Autolaunched Flow** A - Creating resources: Variables 1. In the Flow Builder, click on **Manager** ant then on the **New Resource** button 2. Fill in the following fields: - Resource type: Variable - API name: VarT_DocumentID - Data type: Text ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-JIBQSJZO.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A08%3A59Z&se=2026-10-28T02%3A08%3A59Z&sr=c&sp=r&sig=ZBOQYNH0mk5DS1zVoW4U74bpXiCQfmLk811pyyu55Ak%3D) 1. Click on **Done** 2. Repeat steps 4 to 6 for the variable **VarT_FacturePDFId** - Resource type: Variable - API name: VarT_FacturePDFId - Data type: Text - Availability Outside the Flow: check Available for input B - Creating Resources: Record Variables (Unique) 8. Click on **Manager** and then on the **New Resource** button 9. Fill in the following fields: - Resource type: Variable - API name: SoV_Document - Data type: Record - Object: Document 10. Click on **Done**. 11. Repeat steps 8 to 10 for the variable **SoV_FacturePDF** - Resource type: Variable - API name: SoV_FacturePDF - Data type: Record - Object: Invoice PDF C) Creating Resources: Formulas 12. Click on **Manager** and then on the **New Resource** button 13. Fill in the following fields: - Resource type: Formula - API Name: Name - Data type: Text - Formula: ```plaintext "(NameDesired)"+{!SoV_Document.Name} ``` 14. Click on **Done**. 15. Repeat steps 8 to 10 for the formula **NameFacturesPDF** - Resource type: Formula - API name: NameFacturesPDF - Data type: Text ```plaintext "(NameDesired)"+{!SoV_Document.Name} ``` This is what you need to see: ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-IG7PWIC0.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A08%3A59Z&se=2026-10-28T02%3A08%3A59Z&sr=c&sp=r&sig=ZBOQYNH0mk5DS1zVoW4U74bpXiCQfmLk811pyyu55Ak%3D) D) Get Records 16. Click on the **Elements** tab 17. Drag and drop the small pink **Get Records** icon into the right hand part of the window. 18. Enter the following values in the **New Get Records** window that opened - Find Salesforce records and store their field values in flow variables. - Label: FL_FacturePDF - Get Records of This Object - Object: Invoice PDF - Filter Invoice PDF Records - Condition Requirements: All Conditions Are Met (AND) - Field: Record Id - Operator: Equals - Value: {!VarT_FacturePDFId} (Pay attention to the spaces in front or behind the tag!) - Sort Invoice PDF records : - Sort Order: Not Sorted - How Many Records to Store: Only the first record - How to Store Record Data: Choose fields and assign variables (advanced) - Where to Store Field Values: Together in a record variable - Select Variable to Store Invoice PDF - Record: {!SoV_FacturePDF} - Select Invoice PDF Fields to Store in Variable (click on + Add Field) - Field: ID - Field: type 'DocumentID' and select 'sofactoapp__DocumentId__c' - Field: Name - Field: type 'Draft' and select 'sofactoapp__Facture_brouillon__c' - Field: Frisbii_Ref_PDF__c - Check the box: When no records are returned, set specified variables to null. 19. Click on **Done**. 20. Repeat steps 16 to 19 for the **Get Records** element **FL_Document** by filling in the fields as shown here: - Find Salesforce records and store their field values in flow variables. - Label: FL_Document - Get Records of This Object - Object: Document - Filter Document Records - Condition Requirements: All Conditions Are Met (AND) - Field: Id - Operator : Equals - Value: {!SoV_FacturePDF.sofactoapp__DocumentId__c} (Pay attention to the spaces in front or behind the tag!) - Sort Document Records: - Sort Order: Not Sorted - How Many Records to Store: Only the first record - How to Store Record Data: Choose fields and assign variables (advanced) - Where to Store Field Values: Together in a record variable - Select Variable to Store Document - Record: {!SoV_Document} - Select Document Fields to Store in Variable - Field: ID - Field: Name - Check the box: When no records are returned, set specified variables to null. E) Update records 21. Click on the **Elements** tab 22. Drag and drop the small pink **Update Records** icon into the right hand part of the window. 23. Enter the following values in the **New Update Records** window that opened - Update Salesforce records using values from the flow. - label: UR_Document Name - How to Find Records to Update and Set Their Values - Check: Specify conditions to identify records, and set fields individually - Update Records of This Object Type - Object: Document - Filter Document Records - Condition Requirements for Records to Update: All Conditions Are Met (AND) - Field: ID - Operator: Equals - Value: {!SoV_FacturePDF.sofactoapp__DocumentId__c} (Pay attention to the spaces in front or behind the tag!) - Set Field Values for the Document Records - Field: Name - Value: {!SoV_FacturePDF.Frisbii_Ref_PDF__c} (Pay attention to the spaces in front or behind the tag!) 24. Click on **Done**. 25. Repeat steps 21 to 24 for the **Update Records** element **UR_NameFacturesPDF** by filling in the fields as shown here: - Update Salesforce records using values from the flow. - Label: UR_NameFacturesPDF - How to Find Records to Update and Set Their Values - Check: Specify conditions to identify records, and set fields individually - Update Records of This Object Type - - Object: Document - Filter Document Records - Condition Requirements for Records to Update: All Conditions Are Met (AND) - Field: ID - Operator: Equals - Value: {!VarT_FacturePDFId} (Pay attention to the spaces in front or behind the tag!) - Set Field Values for the Document Records - Field: Name - Value: {!SoV_FacturePDF.Frisbii_Ref_PDF__c} (Pay attention to the spaces in front or behind the tag!) 26. Save the stream by clicking on the **Save** button at the top right of the window. 27. Click on the **Activate** button. ## Testing automation Let's not forget to test our process. ### Preparation First, make sure you have an invoice available that meets the criteria - Invoice **State** is *issued* ### Procedure 1. Create a PDF manually by clicking on the **Create PDF** button 2. Then click on **Save PDF** 3. Click on **Validate** 4. Look in the related list invoice PDF - First the PDF is created with the automatic name - Then the PDF is renamed **Warning**: As some cache problems may occurs in Salesforce, please refresh the page several times. If you have set up automations to create the PDF, please do the same test by replacing steps 1 to 3 of the procedure with this procedure.