The PDF download feature has the option to create a custom naming convention for your exports, located in the Template Editor.
Step-by-Step:
Navigate to the Template Editor for the Template you wish to customise (available both at the Home Folder level, or for templates created at the Team Folder level)
Navigate to the 'Settings' section in the Template Editor
Scroll down to the 'Download Settings' option and locate 'Custom PDF Filenames in PDF Downloads'
You'll see a preview showing you our default settings:
[downloaddate-filepath-templateID-formcounter].pdf
Our default settings string the filename with the following variables:
Date the export was downloaded
Filepath in Dashpivot
Template ID for the template being exported
Form Counter
Click the 'Edit PDF Filename' button with a pencil icon
An edit modal will pop up on the screen
Here you can select how you want your filename to be arranged, by clicking the dropdowns
You can select from these options:
Created by
Created date
Download date
File path
Form counter
Project Folder name
Team Folder name
Template ID
Template name
Workspace name
These settings will default to 4 variables in the string, but you can reduce this to a minimum of 1 variable if you'd like a simple filepath name, or a maximum of 10 variables
While you are editing the settings, a preview will update in the modal to see what your filepath will look like when downloaded
Once happy with your settings, click the green 'Save Changes' button at the bottom of the popup modal
Note: if you are changing the settings on a template in the Home Folder, the settings will apply to all folders the template is deployed to. If you are changing the settings for a template within a Team Folder, they will only apply within that folder.