File Names

Is it possible to make it so that when a document is generated for a patient the patient and client names are attached into the file name?

I.e.

We have an "Admission Consent Form" that is created via Letters.

If we create a new Admission Consent Form for "Fluffy" Connor, we would like the file that is created to be called "Admission Consent Form - Fluffy Connor".

In fact we would like every file created for a patient to be tagged in such a way.

If not is it possible to create a project for this?

Thanks,

Adrian

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Re: File Names

This would need a code change.

The file name currently comes from the document template file name for Forms and Letters, or the uploaded file if its an Attachment.

So if you have a document template named "Patient Referral Letter" and it has Content "Referral Letter.odt", it is the "Referral Letter.odt" you see. When you download this as a PDF, the file will be called "Referral Letter.pdf".

I think the most flexible way of supporting it would be via expressions that enable you to configure the name on a per-template basis. So customer forms could have different naming to patient forms for example. These could be shared (via lookups), so you only define them once and use as needed.

This would enable file names to include things like:

  • customer name
  • patient name
  • customer id
  • patient id
  • timestamp when the file was created

 

Re: File Names

The proposed solution sounds good. Can we please cost it please.

Thanks,

Adrian

Re: File Names

I've started a project here: http://www.openvpms.org/project/document-file-names

I'll cost it once I've worked through some technical issues.

Re: File Names

This is now costed.

-Tim

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