Set merge report file name

Created by Stephan Mariani, Modified on Tue, 11 Apr, 2023 at 6:29 PM by Stephan Mariani

Set merge report file name


At the time of merging, let's suppose you would like the filename of your SOA to merge out as follows:


20230410 SoA Draft Smith, John.doc


This can be done using the following syntax:


<:=$flags('output_by_syntax', value=[<file name>], parent_value=['all_clients']):>


Where <file name> is the code used to determine the file name. 


In this example the file name format is YYYYMMDD SoA Draft Last name, first name which can be built using the following code:


YYYYMMDD => str($client.scenario.date_of_advice.format('%Y %m %d').replace(' ' ,'')) 

SoA Draft  => this is a static string

Last name, first name => str($client.entity_name)


The only thing that remains is to insert the above into the square brackets, each of the string separated with a comma as follows:


<:=$flags('output_by_syntax', value=[str($client.scenario.date_of_advice.format('%Y %m %d').replace(' ' ,'')), ' ', 'SoA Draft', ' ', str($client.entity_name)], parent_value=['all_clients']):>





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