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Naming Data Documents

Names for Data Documents are auto-generated and increment continuously.

For example, if you create a new data document from a customer template, it will be named Customer #1. If you create another one, it will be named Customer #2, and so on. The name can be then changed by manually editing or also set using a formula based on the data in the document.

Manually Editing Names​

To manually edit the name of a data document, click on the data document name and type in your desired name. This will override the auto-generated name.

Edit AnyDB Document Name

Using Formulas to Set Dynamic Names for Data Documents​

You can also set the name of a data document using a formula. This allows you to create dynamic names based on the content of the document. For example, if you have a field called Customer ID in your data document, you can set the name to be the value of that field.

To do this, click on the data document name and enter a formula in the format:

Edit AnyDB Document Name With Formula

=CONCAT("Customer Document - ID: ", IF(A1, A1, "Not Set"))
tip

When setting dynamic names

Make sure to enter = symbol at the beginning of the formula. This tells AnyDB that you are entering a formula and not just a text string.