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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am currenting using email to transfer files to outlying associates. I am doing this interactively. I want to automate the process.

The problem I am having is in creating, automatically, a file id. My thought is some sort of concatenation of my id, month and day, and associates id. For instance, HMH0413XXX would be the id for a letter from me on the 13th of April to XXX. Can anyone tell me how to do this through scripting.

Posted

You can do it as a calculation field or using a Set Field script step into a normal text field. The calculation would look like:

FromID & Right( "00" & Month(Date), 2) & Right ("00" & Day(Date), 2) & ToID

-bd

  • 3 weeks later...
Posted

Thanks for the suggestion. The calculated field worked fine and I was able to put it into a related database so that it updates automatically on a daily basis.

Let me ask a follow-on question. I will be building an attachment to put on the email file which will be the found set of new records based on a date field and a flag field (yes/no) that I am using. I will name the attachment using recipient's id and the month/day combination again. Currently, I have not found a way to have that name inserted into the export filename automatically. Any suggestions on this?

HHill

This topic is 8662 days old. Please don't post here. Open a new topic instead.

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