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Changing the file name of an exported to PDF report

  • February 13, 2023
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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

A 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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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

 

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

A 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

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