Question
Can we change the name of the file which are processed to the fields we are extracting, for example: we will extract policy number and plan name. Can we rename the file from which we extracted the data to policynumber_planname instead of batch details?
Answer
You can create a simple Merge Rule.
In the settings, chose which fields should be merged and the resulting field.
The resulting field should be an Index Field:
Then, chose this field in the export settings (File Naming Template) as shown before:
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