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']):>
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article