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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi

I need to be able to run a script that can search for a representatives work that is still unpaid

and then sort these records by customer. This then needs to export pdf's showing individual customers outstanding work that I can email out to each customer.

I have a script that can find all the work but it does not separate the PDF's into individual customers.

Any Ideas

Posted

Make a script with a LOOP. In each occurance within the loop you do a 'Create PDF'. Set the 'Create PDF' to have a fixed location and create a dynamically set name for each PDF.

Posted

Hi Don

Thanks for that, but I have a couple of questions.

How do I get FM to save a PDF for each customer and how do I create a dynamically set name.

Do you have any sample files how this could work.

Plucky

Posted

Here you go... Script with a loop statement. Will create individual PDF files for each company that has invoices marked "NOT PAID".

PDF files are simply named a number (starting with 1, going up). You can make this the company name also, but that takes a little more effort...

Let me know.

loop.fp7.zip

Posted

Hi Dom

That's exactly what I needed, Thanks

Is it complicated to have the customers name appear as the title of each PDF.

Plucky

Posted

I thought it wasn't, but it apparently is. Not impossible of coarse. I made a variable ' $file_name ' which was ' customer::customer_name & ".pdf" '. This worked only in part, as all files were named like the first record. I did not further inspect why this was, I will look into this later.

Posted

Hi Don

Excellent.. That's just what I wanted.

You have no idea how long I have been racking my brain to solve this.

Thanks again.

Plucky

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