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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Since I'm new to FM and scripting I just wanted to get some input to see if I'm the right track.

I'm wanting to export a csv from FM. The shifts that I want to export are only the ones that haven't already been exported, and have been completed by staff.

What I have is a saved find that locates the tasks that have a staff members name applied to them and a "Transferred" date field.

The data that it finds will get exported then I want the script to update the Transferred field to the date that the export occurs.

So would may script go along these lines:

Go to layout

Apply find

Export file

Update field

?

I'm looking into the separate components of the steps and working out how to do them but if there are steps that don't need to be there, give me a heads up.

Thanks

This topic is 5489 days old. Please don't post here. Open a new topic instead.

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