Xport docnote Xmerge attachment Template Name

Question

Is it possible to include a XMERGE docnote attachment Template Name in an Xport?

courtney.youngblutt · Answer

Hi dianne.preece.0, you can certainly include the name of an attachment to a file note / doc note in an Xport.
Add your docnotes data source them select to add a new data source and add in the DocNote Attachments data source.
Just make sure you select the blue cog icons once your datasources have been added and use the filter options to filter down to extract only the notes you need to reduce the amount of data being extracted.
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Helpful articles in the Community include:

Data Extraction with Xport
Xporting Client Document Notes&nbsp;

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In your question you referred to a XMERGE docnote attachment template name, the above will extract the docnote attachment name. If your Xmerge is set to add itself as a note when run, then the xmerge name will be extracted (as this will the name of the attachment.
If, however, your templates merge with something like 'reportout 1538752458', and you are actually wanting the name of the template to merge, you can add a piece of code to your xmerge template and this will name the document when it is merged.
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e.g. &lt;:=$flags('output_by_syntax', value=[str('Statement of Advice')]):&gt; will merge your document with the name Statement of Advice.
&lt;:=$flags('output_by_syntax', value=[str('Report Name') + ‘ as at ‘ + str(datetime_merge.format(‘%d %B %Y’))]):&gt; will merge your document with the name 'Report Name as at 18 February 2025.

dianne.preece.0 · Answer

Thank for your response Courtney. I'm trying to identify the Invoice templates being used and exporting the Template Name from docnotes seemed to be the best way to do this as they are autosaved. I've already run the Xport you suggested but it doesn't include Template Name.

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courtney.youngblutt · Answer

Hi dianne.preece.0, oh I see - you won't be able to export the Template Name unfortunately. The template name is essentially just the name of the folder that the merge template is saved under.
You'll need to find something that each note added to a client has in common and that can be used to identify which template was run.
For example, can you look at the notes types and subtype, the note subject or the text in the note, or perhaps a combination of these.
Do all the notes you are looking for have 'Invoice Master Template.doc in the body text? If there is nothing that these notes have in common then it is going be very difficult to identify them unfortunately.
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Moving forward, setting up a template to use a specific note template can help, or using the xmerge code to rename the output, but that doesn't help you right now.
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........I'm now wondering if anyone else in the community has come across a way to solve for this, and I am just not thinking outside of the box enough.....
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courtney.youngblutt · Answer

So just to confirm - what you really want to do is identify the Invoice templates being used.
What is the reason for this?

is it because you don't know which templates are being used?
is it because you need to find a specific invoice template that is being used?

If you can let me know what you are trying to solve, there might be alternatives to Xport.&nbsp;
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dianne.preece.0 · Answer

I originally thought that there was only a single template being used but recently found that there were a few heritage being used, some quite out of date. I'm going to create a single invoice template for everyone and want to ensure that I don't miss any variances across the invoices being used. I can go through every docnote to identify the template and have done this for a random selection and this might be as good as it gets. Having said that, I've had similar issues before where we were unaware of specific templates being used so being able to Xport the template detail would be useful