Adjustment of attachment file names after validation

Overview

This guide shows how developers can customize the file names of attachments in DEXPRO SQUEEZE. The OnBeforeAddLineToDocumentJObj event is executed after the plausibility check, ensuring that all document data is fully validated and available.

Available Event

OnBeforeAddLineToDocumentJObj

For invoices/credit notes: Codeunit 70954657 "DXP SQZ P. Inv/Crdt Memo Impl."
For orderconfirmations: Codeunit 70954658 "DXP SQZ P. Order Conf. Impl."

When accessed: After header processing, before line processing, after plausibility check

Implementation examples

Example 1: Simple vendor prefix for invoices/credit notes

codeunit 50100 "Custom Invoice Filename"
{
        [EventSubscriber(ObjectType::Codeunit, Codeunit::"DXP SQZ P. Inv/Crdt Memo Impl.", 'OnBeforeAddLineToDocumentJObj', '', false, false)]
    local procedure OnBeforeAddLineToDocumentJObjInvoice(var DocumentJObj: JsonObject; DocHeader: Record "DXP SQZ Document Header")
    begin
        CustomizeAttachmentFilenames(DocHeader);
    end;

    local procedure CustomizeAttachmentFilenames(DocHeader: Record "DXP SQZ Document Header")
    var
        DocumentAttachment: Record "DXP Document Attachment";
        VendorPrefix: Text;
        NewFileName: Text[1024];
    begin
        // Beenden, wenn keine Kreditorinformationen vorhanden
        if DocHeader."Buy-from Vendor No." = '' then
            exit;

        // Kreditorenprefix erstellen
        VendorPrefix := DocHeader."Buy-from Vendor No." + '_';

        // Alle Anhänge für dieses Dokument bearbeiten
        DocumentAttachment.Reset();
        DocumentAttachment.SetRange("Document No.", DocHeader."Core Document No.");

        if DocumentAttachment.FindSet(true) then
            repeat
                // Überspringen, wenn Prefix bereits vorhanden
                if not DocumentAttachment."File Name".Contains(VendorPrefix) then begin
                    // Neuen Dateinamen mit Prefix erstellen
                    NewFileName := VendorPrefix + DocumentAttachment."File Name";

                    // Aktualisieren
                    DocumentAttachment."File Name" := CopyStr(NewFileName, 1, MaxStrLen(DocumentAttachment."File Name"));
                    DocumentAttachment.Modify(true);
                end;
            until DocumentAttachment.Next() = 0;
    end;
}

Example 2: Order confirmations - vendor prefix

codeunit 50101 "Custom Order Conf Filename"
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"DXP SQZ P. Order Conf. Impl.", 'OnBeforeAddLineToDocumentJObj', '', false, false)]
    local procedure OnBeforeAddLineToDocumentJObjOrderConf(var DocumentJObj: JsonObject; DocHeader: Record "DXP SQZ Document Header")
    begin
        CustomizeAttachmentFilenames(DocHeader);
    end;

    local procedure CustomizeAttachmentFilenames(DocHeader: Record "DXP SQZ Document Header")
    var
        DocumentAttachment: Record "DXP Document Attachment";
        VendorPrefix: Text;
        NewFileName: Text[1024];
    begin
        // Beenden, wenn keine Kreditorinformationen vorhanden
        if DocHeader."Buy-from Vendor No." = '' then
            exit;

        // Kreditorenprefix erstellen
        VendorPrefix := DocHeader."Buy-from Vendor No." + '_';

        // Alle Anhänge für dieses Dokument bearbeiten
        DocumentAttachment.Reset();
        DocumentAttachment.SetRange("Document No.", DocHeader."Core Document No.");

        if DocumentAttachment.FindSet(true) then
            repeat
                // Überspringen, wenn Prefix bereits vorhanden
                if not DocumentAttachment."File Name".Contains(VendorPrefix) then begin
                    // Neuen Dateinamen mit Prefix erstellen
                    NewFileName := VendorPrefix + DocumentAttachment."File Name";

                    // Aktualisieren
                    DocumentAttachment."File Name" := CopyStr(NewFileName, 1, MaxStrLen(DocumentAttachment."File Name"));
                    DocumentAttachment.Modify(true);
                end;
            until DocumentAttachment.Next() = 0;
    end;
}

Example 3: Both document types - Different prefixes for source files

codeunit 50102 "Advanced Filename Handling"
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"DXP SQZ P. Inv/Crdt Memo Impl.", 'OnBeforeAddLineToDocumentJObj', '', false, false)]
    local procedure OnBeforeAddLineToDocumentJObjInvoice(var DocumentJObj: JsonObject; DocHeader: Record "DXP SQZ Document Header")
    begin
        CustomizeFilenamesWithSourceHandling(DocHeader);
    end;

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"DXP SQZ P. Order Conf. Impl.", 'OnBeforeAddLineToDocumentJObj', '', false, false)]
    local procedure OnBeforeAddLineToDocumentJObjOrderConf(var DocumentJObj: JsonObject; DocHeader: Record "DXP SQZ Document Header")
    begin
        CustomizeFilenamesWithSourceHandling(DocHeader);
    end;

    local procedure CustomizeAttachmentFilenames(DocHeader: Record "DXP SQZ Document Header")
    var
        DocumentAttachment: Record "DXP Document Attachment";
        VendorPrefix: Text;
        NewFileName: Text[1024];
    begin
        // Beenden, wenn keine Kreditorinformationen vorhanden
        if DocHeader."Buy-from Vendor No." = '' then
            exit;

        // Kreditorenprefix erstellen
        VendorPrefix := DocHeader."Buy-from Vendor No." + '_';

        // Alle Anhänge für dieses Dokument bearbeiten
        DocumentAttachment.Reset();
        DocumentAttachment.SetRange("Document No.", DocHeader."Core Document No.");

        if DocumentAttachment.FindSet(true) then
            repeat
                // Überspringen, wenn Prefix bereits vorhanden
                if not DocumentAttachment."File Name".Contains(VendorPrefix) then begin
                    // Neuen Dateinamen mit Prefix erstellen
                    NewFileName := VendorPrefix + DocumentAttachment."File Name";

                    // Aktualisieren
                    DocumentAttachment."File Name" := CopyStr(NewFileName, 1, MaxStrLen(DocumentAttachment."File Name"));
                    DocumentAttachment.Modify(true);
                end;
            until DocumentAttachment.Next() = 0;
    end;
}

Practical information

Available data at the time of the event:

• DocHeader."Buy-from Vendor No." - Kreditorennummer (validiert)
• DocHeader."Document Date" - Belegdatum
• DocHeader."Document Reference" - Belegnummer
• DocHeader."Core Document No." - Verknüpfung zu Anhängen
• Alle anderen Belegfelder sind verfügbar

Example results:

• Original: "Rechnung_2024_001.pdf"
• Mit Kreditorenprefix: "VEND001_Rechnung_2024_001.pdf"
• Quelldatei: "ORIGINAL_VEND001_Rechnung_2024_001.pdf"

Best Practices:

• Duplicate check: Always check whether prefix already exists
• Length validation: New file names may have a maximum of 1024 characters.