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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a script to find a class and sort by manager name. The file contains multiple data fields with multiple managers. I want to send each manager a file with only their employee's information. So the report looks like:

Class date - Student Name - Manager Name - Entrance score - score 1 - score 2

4/12/2004 Paul Mary 100 98 87

4/12/2004 John Mary 89 98 98

4/12/2004 Tracey Steve 99 87 100

I want to send Mary the data on Paul and John only; and I want to send Steve a report on Tracey only. How do I divide to automatically send my exported report to only the immediate manager?

Thanks,

Shari

Posted

What format are you sending the report in? If you're printing it, you can put a subsummary part on the layout, based on a sort by manager, with a page break before each occurrence.

But you migh want to just search for each manager and then run your report. Either method can be scripted.

Posted

Here's an idea. Create a value list based on and called manager and a relationship from a global text field gText to manager called gText|||manager, then use a script like:

Set Field [gNum, 1]

Loop

Set Field [gText, MiddleWords( ValueListItems( Status(CurrentFileName), "manager" ), gNum, 1 )]

Go to Related Record [show, gText|||manager]

Set Field [gText2, fullmanagername & "yourinstitution.com"]

Perform Script [Export Records to file]

Send Mail [No dialog, ""]

Exit Loop If [gNum = PatternCount( ValueListItems( Status(CurrentFileName), "manager" ), "

Posted

The report is in Excel. But I only want to send that managers information. So if I can sort by manager and break out the other managers and then send the email to the approprate manager would that work and how would I script that?

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