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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hey Everyone,

Trying to auto-email a quote to a customer. I have seen a bunch of posts and read the filemaker help but I'm still not able to get this to work/really understand what it is doing. This is the first time I'm using variables and am not understanding how to make it work. Here's the part of my script...

Set Variable [$Saveas; Value:Customer::Name and "-" and Quote::QuoteID]

Save Records as PDF [Restore; "$Saveas.pdf"; Create email; records being browsed]

Is this how it would be done? I get it to save in "My Documents" but it doesn't save how I want it to, "CustomerName-12345", it saves as "untitled" or "$Saveas". Any dumbed down help and/or references would be greatly appreciated.

Posted

You appear to have "quoted" the variable. Try this in your calculation:

$Saveas & ".PDF"

See the difference?

I have concatenated two string values, whereas you are trying to name the file (literally) "$Saveas.PDF"

Posted

Okay, I do see your point. I actually didn't mean to put the file name in quotes but it seems to be doing it automatically. In scriptmaker under Save record as PDF, Specify output file, I browsed for a path to My Documents and where it asks for file name I put Saveas.pdf(no quotes). It is saving, and even saving in the right place, but not the right file name. This may be wrong way to set the file path but I don't really know how else to do it.

Posted

Here's one that works - see the attachment

The essential difference here is that you must ONLY use the variable to define the filename - you must not append the .PDF manually at any stage. In my example I have used some field data to determine the file name.

You could extend this idea to incorporate any file or path specification (as an absolute value) into the variable and then only use the variable to determine the destination.

HTH

FileSave.fp7.zip

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