Mail Merge Record Collection Builder

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Select the type of datasource that will be used to generate the Snap Report.

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The Datasource Criteria will be used to ascertain which records to retrieve from the database.

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Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

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If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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The Snap Record Criteria will be used to ascertain what report to be retrieved.

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Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

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If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Click Yes to save the generated report to a local directory.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

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Click Yes to send the generated report to the default printer.

Created Script

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Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Snap Report – retrieves a Snap Report record that matches a specified Criteria.

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Set SnapReport String Parameter – sets a report parameter to a value or variable that wil contain the value.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Get Records – get all records that match a specified criteria.

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Generate Mail Merge – sets the Snap Report to the records retrieved and generates the report.

Save Pdf File – saves the generate Snap Report to a Pdf file in a local directory.

Mail Merge Record Loop Builder

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Select the type of datasource that will be used to generate the Snap Report.

media_1481830285741.png

The Datasource Criteria will be used to ascertain which records to retrieve from the database.

media_1481830291611.png

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

media_1481830309062.png

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

media_1481830325638.png

The Snap Record Criteria will be used to ascertain what report to be retrieved.

media_1481830333669.png

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

media_1481830352384.png

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

media_1481830374886.png

Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

media_1481830391949.png

Click Yes to save the generated report to a local directory.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

media_1481830403029.png

Click Yes to send the generated report to the default printer.

Created Script

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Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Snap Report – retrieves a Snap Report record that matches a specified Criteria.

Set SnapReport String Parameter – sets a report parameter to a value or variable that wil contain the value.

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Add Text Criteria Parameter – maps a Criteria Parameter to a value to be subtituted with.

Get Records – retrieves all records that match a specified Criteria.

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Loop Record Collection – loops through the record collection that was retrieved.

Generate Record Mail Merge – sets the current record as a datasource and generates the Snap Report.

Save Pdf File – saves the generated Snap Report as a Pdf file in a local directory.

Mail Merge Record Builder

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Select the type of datasource that will be used to generate the Snap Report.

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The Snap Record Criteria will be used to ascertain what report to be retrieved.

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Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

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If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Click Yes to save the generated report to a local directory.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

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Created Script

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Get Record Data – retrieves a data based on its ID.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Snap Report – retrieves a Snap Report record that matches a specified Criteria.

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Set SnapReport String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate Record Mail Merge – sets the record as the datasource and generates the Snap Report.

Save Pdf File – saves the generated Snap Report to a Pdf file in a local directory.

Print SnapReport – sends the generated Snap Report to the default printer.

Generate Snap Report Builder

The Generate Snap Report opens up and generates a Snap Report.

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The Snap Record Criteria will be used to ascertain what report to be retrieved.

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Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

media_1481829398825.png

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Add any parameters the report may have.

Name – the name of the parameter within the report.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

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Click Yes to save the generated report to a local directory.

File Path – the variable that will store the path the report will be saved too. Note: the variable will need to be set prior to this point in the script.

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Click Yes to send the generated report to the default printer.

Created Script

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Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Snap Report – retrieves a Snap Report record that matches a specified Criteria.

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Set SnapReport String Parameter – sets a report parameter to a value or variable that wil contain the value.

Generate SnapReport – generates the Snap Report.

Save Pdf FIle – saves the generated Pdf file to a local directory.

Print SnapReport – sends the generated Snap Report to the local printer.

Overview of Builders

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Action Builders are step by step wizards that help you build scripts quickly.

Click on the Action Builder and the Action Builder Wizard will pop up.

Set SnapReport Decimal Parameter

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Sets a Snap Report decimal parameter.

Click the Click for Options link to bring up the Options dialog.

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Document – the SnapReportItem being used.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value the parameter will be set.

Set SnapReport Number Parameter

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Sets a Snap Report number parameter.

Click the Click for Options link to bring up the Options dialog.

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Document – the SnapReportItem being used.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value the parameter will be set.

Set SnapReport Date Parameter

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Sets a Snap Report date parameter.

Click the Click for Options link to bring up the Options dialog.

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Document – the SnapReportItem being used.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value the parameter will be set.

Set SnapReport Bool Parameter

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Sets a Snap Report bool (True or False) parameter.

Click the Click for Options link to bring up the Options dialog.

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Document – the SnapReportItem being used.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value the parameter will be set.

Set SnapReport String Parameter

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Sets a Snap Report string parameter.

Click the Click for Options link to bring up the Options dialog.

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Document – the SnapReportItem being used.

Parameter Name – the name of the parameter that will be set.

Parameter Value – the value the parameter will be set.