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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I could use some assistance with a script that would export the records to an excel file for each sales rep in my attached sample file.

 

My sample file has 3 sreps and I'm including 3 excel worksheets which contain the records for each rep which I manually created.

 

I'm sure it will involve a loop within the script and I always struggle with that.

 

Any assistance is greatly appreciated whether that be updating my sample file or pointing me to a spot on this forum where this issue may have been posted before.

 

Thanks

T.J.

SrepLoopScript.zip

Posted

Not sure about FM12, but in FM11 I'd be brute force.

 

Find data for Rep #1

Export Records.  You get a screen asking you to "Specify Output File"

Respond:  file:REP#1.xlsx

 

Then repeat steps for Rep #2

 

Then repeat steps for Rep #3

 

Not elegant, but effective.

 

Hope that helps.

 

 

post-58667-0-27627000-1358200849_thumb.p

Posted

hfinger,

Thanks for taking a look.

While my sample file has only 3 sales reps I actually need to do this for 50 sales reps so if I could automate it with a script that would be the best option for me.

TJ

This topic is 4327 days old. Please don't post here. Open a new topic instead.

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