Customize File Name Export
HI,
Can Board customise output file name when Dataview Exported with procedure?
Example:
Dataview-date.pdf
sales-10012018.pdf
Answers
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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:
- create a new entity called "screen_to_export"
- insert manually one member for each screen you want to export later
- in each of these screen, select one single member of the "screen_to_export" entity corresponding to the screen
- in the export path of the procedure action, set the filename using the substitution formula, e.g.: \YourExportFolder\@screen_to_export.txt
I haven't tested it, just an idea
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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).
1 -
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.
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