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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

: :bang: I know there is a way to name a pdf. file with a field name in a folder on my desktop, but for the life of me I can not get it to work! I have the file created on my desktop for storage, but can not get the Save as Pdf. script step to name each pdf. with the filed name. Any ideas?:(

Posted

Can you post what script step options you are using? If you did a Set Variable[$outputfile; <

Then your save as PDF should be able to accept $outputfile the destination.

Posted (edited)

I have tried a few things, but most reciently here is the script:

Set Variable [$fullFilepath;Value:"file:"& Get (DesktopPath) & Substitute (${Students}:(:ID;" ";"_")& "_AP".pdf]

Save Record as PDF [Restore; No Dialog; Current record]

I have it set so that the title on the PDF is Student::ID

I can get it to get to the desktop, but the file name is always untitled.

Edited by Guest
Posted (edited)

Mind you I'm just barely above novice.... but...I had a few minutes to play and wanted to learn something.

I was able to get it to work fine after learning more about variables. Anyway I noticed that in the "save records" script step you didn't specify the output file as "$fullFilepath"

Save Record as PDF [Restore; No Dialog;"$fullFilepath"; Current record]

and I'm guessing that it's just a typo at the end of the variable.... "_AP.pdf" instead of "_AP".pdf

When I did this it worked fine...

PS: I'm also assuming that the table::field is correctly - Students::ID - instead of Student::ID

So that if my ID is "John Smith" the file name would be "John_Smith_AP.pdf" which is how mine worked....

Edited by Guest

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