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Set Report File Name

Use the Set report file name step to end a Report File Name trigger flow and hand a file name back to Business Central. The text you pass in becomes the name of the generated report file – it replaces the name Business Central proposed.

A Set report file name step is only meaningful inside a Report File Name flow. The step terminates the flow: no further steps run after it.

Configuration​

  • File Name – the file name to use, typically built with SmartFields from the trigger outputs or an upstream lookup. Common patterns:

    • {{TriggerOutputs.ProposedFileName}} – the name Business Central proposed, passed through unchanged (useful when you only sometimes override it).
    • Invoice {{...}} - {{...}}.pdf – a name assembled from record fields you fetched earlier in the flow.

    Include the file extension in the name. The original extension is available as the trigger's Extension output.

Behaviour​

  • The supplied text becomes the file name Business Central uses for the report output. Business Central removes any characters that aren't allowed in a file name.
  • If a flow does not reach a Set report file name step before it ends – whether because it walked off the end of the flow, an earlier step errored, or the configured Timeout fired – Business Central keeps the name it generated.
  • An empty File Name is rejected at publish time: replacing the name with nothing is almost never what the publisher wants.

What it doesn't do​

  • Set report file name doesn't change the file's content or type – only its name.
  • It doesn't add the extension for you. If you leave the extension off, the file is named without one.