Originally posted by Luke
ServiceM8 automatically names documents attached to filled-in forms using the pattern: “Form Name by User".
We have a client that has a lot of these with the same name, so we are inquiring if there’s a way to update the filename on ServiceM8 through the API?
Yes, can search for the file attachment and then can update the “attachment_name”
To automate this process,you could set up a webhook on form submission or creation of file. then use the webhook data to filter out and retrieve the pdf file update the file name then update it
https://developer.servicem8.com/reference/get-attachment-single
https://developer.servicem8.com/reference/post-attachment-single
https://developer.servicem8.com/reference/post_webhook_subscriptions
https://developer.servicem8.com/reference/get-formresponse-single