🤓Xplan Hint: Controlling the name of your xmerge outputs

Question

Did you know you can control the filename of your xmerge outputs?&nbsp;
Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when trying to locate a specific document?
If so, then you are doing things the hard way. &nbsp;
By adding a simple line of code to your template you can control the file name that merges from Xplan.

Statement of Advice = &lt;:=$flags('output_by_syntax', value=[str('Statement of Advice')]):&gt;&nbsp;
Statement of Advice - Joe Bloggs =&nbsp;&lt;:=$flags('output_by_syntax', value=[str('Statement of Advice'), ’ - ’,$client.getField(‘first_name’), ’ ’,$client.getField(‘last_name’)]):&gt;
Statement of Advice - Joe Bloggs - 27 May 2025 = &lt;:=$flags('output_by_syntax', value=[str('Statement of Advice'), ’ - ’,$client.getField(‘first_name’), ’ ’,$client.getField(‘last_name’), ’ - ’,datetime_merge.format('%d %B %Y')]):&gt;

zita.white​ takes you through it all in this Community Article: Controlling the filename of Xmerge outputs
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rainier.reyes · Answer

Aah yes, the classic&nbsp;"reportout-5583-4567" — the xmerge equivalent of “Document_Final_V23_RealFinal_USE_THIS_ONE.pdf”&nbsp;
Such a great tip courtney.youngblutt​, especially for those sick of playing document roulette on their desktop 😅

courtney.youngblutt · Answer

You know it Rainier. 😂