courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
2 months ago

🤓Xplan Hint: Controlling the name of your xmerge outputs

Did you know you can control the filename of your xmerge outputs? 

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.  

By adding a simple line of code to your template you can control the file name that merges from Xplan.

Statement of Advice = <:=$flags('output_by_syntax', value=[str('Statement of Advice')]):> 

Statement of Advice - Joe Bloggs = <:=$flags('output_by_syntax', value=[str('Statement of Advice'), ’ - ’,$client.getField(‘first_name’), ’ ’,$client.getField(‘last_name’)]):>

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

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

 

xplan

2 Replies

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    2 months ago

    Aah yes, the classic "reportout-5583-4567" — the xmerge equivalent of “Document_Final_V23_RealFinal_USE_THIS_ONE.pdf” 

    Such a great tip courtney.youngblutt​, especially for those sick of playing document roulette on their desktop 😅

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