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Claris Engage 2025 - March 25-26 Austin Texas ×

Is it possible to script an export command and save the file name based off fields entered?


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Posted

Wanted to set a script to export current record to .xls and save it based on customer and date combined so I can later decipher what file is what without having to open each one. I would literally have 20+ a day so trying to come up with an auto export command and naming convention.

Thanks

Posted (edited)

Never mind thought I found it via save but cant change the file name... Is there a way to use a specific field as the file name?

Edited by Guest
Posted

Use the "Set Variable" script step...

Define it as a calculation somthing like

"filewin://yourserver/path/" & Exm::Example & ".txt"

Then in the export script step define the path as your variable. (the variable name I use is $Path)

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