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Changing the file name of an exported to PDF report

  • February 13, 2023
  • 5 replies
  • 689 views

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I have been following the exported file name thread.  Our client is wanting to change the exported file name on several reports.  I have been looking for a resource to give me some direction.  On the PO I tried doing  

=Format( 'PurchaseOrder {0} {1}',[@OrderType],[POOrder.OrderNbr],[Vendor.AcctCD])

And it would not give me the vendorid in the file name.  Are there directions or examples that I might follow?

Best answer by craig2

good way, not that I’m aware of.  I’ve had to wrestle with that same issue several times.

But try something like this for that last parameter:
CONCAT(Day([ARInvoice.DocDate]),Month([ARInvoice.DocDate]), Year([ARInvoice.DocDate]))

You should be able to rearrange, add spaces, etc. as needed.

5 replies

craig2
Pro I
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  • Pro I
  • February 13, 2023

Good morning,

Try this, it looks like you are missing your third Format parameter (even though it’s a 2):

=Format( 'PurchaseOrder {0} {1} {2}',[@OrderType],[POOrder.OrderNbr],[Vendor.AcctCD])


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  • Author
  • Freshman I
  • February 13, 2023

Thanks for the tip.  It worked well.  I will continue to add fields the same way


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  • Author
  • Freshman I
  • February 13, 2023

It worked well.  Of course the problem is going to be the format of the date.  Is there a good way to format the date to just be the date and not the time?

 

=Format( 'ARInvoice {0} {1} {2} {3} {4}', IsNull([@DocType],''),IsNull([@RefNbr],''),[Customer.AcctCD], [ARInvoice.RefNbr], [ARInvoice.DocDate])

The results

 


craig2
Pro I
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  • Pro I
  • Answer
  • February 13, 2023

good way, not that I’m aware of.  I’ve had to wrestle with that same issue several times.

But try something like this for that last parameter:
CONCAT(Day([ARInvoice.DocDate]),Month([ARInvoice.DocDate]), Year([ARInvoice.DocDate]))

You should be able to rearrange, add spaces, etc. as needed.


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  • Author
  • Freshman I
  • February 16, 2023

That worked great.  Thanks Craig