HI,
Can Board customise output file name when Dataview Exported with procedure?
Example:
Dataview-date.pdf
sales-10012018.pdf
Hello,
According to help.board.com, you can customize the extracted file using windows environment variables of the server
Path/File. defines the name of the extracted file. Note that it is possible to use in the path/name of the file, Windows environment variables such as (i.e. "%userprofile%\desktop\board_data.txt") and also Board substitution formulas such as @username (for example, "%userprofile%\desktop\board_data_@username.txt").
Regarding the dataview name for the exported filename, you could:
I haven't tested it, just an idea
Hi interested typ,Unfortunately, I believe to recall that only the substitution formula @user or @username work in the export path at the moment.But this is to be confirmed by a BOARD consultant.
I'm not sure if you have Broadcast, but I have used that for a client purely to generate pdf's with customised filenames including entity selections and dates (and just not set up the email part).
Hi Brendan,
That's great news!
I believe the issue I encountered was in the "export to layout", while I never tried it during broadcasting.
Sorry for the confusion.
Hi,
only the substitution formula @user or @username work in the export path at the moment.
If this is true, then the help page I quoted above is wrong