options table as report or csv?

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danny
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options table as report or csv?

Post by danny » Fri May 24, 2019 9:18 am

alright,
trying to schedule export of an option table as a csv

i cant get advance report creator to chuck out a csv of fee earners just like shown in options maint
anyone got any ideas pls?
thx in advance
D

Enigma
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Re: options table as report or csv?

Post by Enigma » Fri May 24, 2019 9:50 am

Hi Danny,

Quick and easy way I just tried.

Make a copy of the Fee Earner List - Fee Earner Copy

You can then export that as a CSV from Option Maintenance.

danny
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Re: options table as report or csv?

Post by danny » Fri May 24, 2019 10:13 am

thanks mate but I need to schedule the export daily and cant see how to schedule a save from options maint
trying to use advanced report creator so i can schedue it
cheers

Enigma
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Re: options table as report or csv?

Post by Enigma » Fri May 24, 2019 10:20 am

Hmm, you could make a Batch and just paste all the CSV data on to an excel sheet on the alternate layout?

Or do you need to it be dynamic based on live data in the actual Option list?

danny
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Re: options table as report or csv?

Post by danny » Fri May 24, 2019 11:22 am

yeah needs to be live data for exporting to a worksource
needs to be handsoff really somethin we can just set running and it will make a csv each day and give the latest information in the option table
think it has to be advanced reprt creator really
i think dynamic database or miwh woud do it but would need too much setup and support for my firm
thx for input.

Enigma
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Re: options table as report or csv?

Post by Enigma » Fri May 24, 2019 11:35 am

2 Other alternatives I can think of off the top of my head:

1) Batch method as per above, and have a script convert it to a csv
2) Set up a case per File Handler, and then report on those cases. That will pull through all the data then.

bazzerfee
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Re: options table as report or csv?

Post by bazzerfee » Wed Jun 12, 2019 9:12 am

You can use a CSV Export as a Scheduled Task.

Create a csv form in template maintenance call it Say Handlers, with the option field entries as the columns. Then create an Export using that form. The down side is Exports are Case Type specific, so you may have to create multiple Exports.

danny
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Re: options table as report or csv?

Post by danny » Wed Jun 12, 2019 7:50 pm

hmm thanks bazzerfee but this just makes a csv list of the option value currently in use on whatever case you choose to export...?? it is not case data that i need
what i need is a csv that mirrors the options table like what is made by the export option in Options Maint but that can be automated

trying to avoid using miwh or dyndb as we just want an up to date sv for a work source

i will look at the batch and alternate layout method as it can be automated
thanx all

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