🤓 Xplan Hint: Controlling the name of your xmerge outputs

courtney.youngblutt

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

 

rainier.reyes

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 ?