What is the default document name?

If you do not set a custom document name, the generated PDF is named after your flow name.

Can I use Airtable variables in the document name?

Yes. Wrap any Airtable field name in double curly braces, like {{Company Name}}. The variable is replaced with the actual record value at generation time.

What happens if a variable is empty?

If the Airtable field is empty for that record, the variable is replaced with an empty string. The rest of the filename stays intact.

Does this affect the file saved in Airtable?

Yes. The document name you set here is the filename of the PDF attached to your Airtable record.

Can I use linked record fields in the document name?

Yes. Any field available in your flow - including linked records, lookups, and formulas - can be used as a variable in the document name.

How to Set the Document Name for PDF Form Flows

The document name controls the filename of every PDF generated by your flow. You can set it to static text, Airtable variables, or a mix of both.

Default Behavior

By default, every generated PDF is named after your flow name. If your flow is called "Offer Letter", every PDF will be saved as Offer Letter.pdf.

This works fine when you generate one document at a time, but it is not ideal when you need to tell files apart - especially in an attachment field with multiple documents.

Setting a Custom Document Name

Open your PDF Form flow in the editor
Click Settings in the top header
Go to the Document Name tab
Enter your desired filename template
Close Settings - changes are saved automatically

Document Name tab in PDF Editor Settings

Using Variables

You can insert Airtable field values into the document name using double curly braces.

Examples

Template	Record Value	Output Filename
`{{Company Name}} - Offer`	Acme Corp	`Acme Corp - Offer.pdf`
`Invoice {{Invoice Number}}`	INV-2026-042	`Invoice INV-2026-042.pdf`
`{{First Name}} {{Last Name}} - Contract`	Jane Doe	`Jane Doe - Contract.pdf`

How it works

Variables are replaced with the actual field value from the Airtable record at generation time
You can combine multiple variables with static text
No special syntax beyond the double curly braces is needed

PDF Form Filling: Map Airtable Fields to PDF Form Fields - Learn how to set up PDF form flows
Variables and Field Mapping - Understand how variables work across all flow types