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Dan_NYHTC

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About Dan_NYHTC

  • Rank
    newbie

FileMaker Experience

  • Skill Level
    Expert
  • FM Application
    17

Platform Environment

  • OS Platform
    Mac
  • OS Version
    Sierra
  1. You need to set a variable to the desired export path to which you save the PDF. For example: Set Variable [ $exportPath; Value: Get ( DesktopPath ) & Customer::CustomerName & "-Paperwork.PDF" ] Then, use that variable in your "Save Records as PDF" step instead of typing in a path. You may need to add a "Set Error Capture [on]" script step before that if you want it to write over previous PDFs. Then, you use the "Send Mail" script step. At the bottom, you can choose "Attach file." Strangely, the dialog box where you put in the attachment's path doesn't indicate that variables work, but they do in my experience (and just tested on FileMaker 11.0v2 for Mac). You can choose to send via Email client or directly to an SMTP server. You can also choose whether to have the user see the message and send it, or send it immediately.
  2. You could automate this by running an export as FileMaker that includes the field(s) to be changed as well as the PRIMARY KEY, modifying the field(s) in the exported file, then do a matching import (using the primary key) and NOT allowing Auto-Enter fields to update (the dialog following the import-matching dialog). That will change only the field(s) you modified, without allowing auto-enter values like Modification Date to change. One note of caution: If any of the imported fields are used as the source-side of a lookup, the lookup values will re-lookup. In your example, if you had any fields that do a lookup based on the Country Code, then those fields will re-lookup based on the (now correct) country code, even though you did not enable auto-enter. This may or may not be what you want to have happen, but you need to be aware.
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