Specify Actions to Run After Exporting

Use the Record Post Execute Actions Form dialog box to specify the actions to run after exporting a file.

To specify actions to run after exporting

1. Click the [Export Layout Name] tab on the Export Files tab (for example, End of Month Report).

2. Click Modify Record Layouts. The Query Tool Built Export window appears.

3. Click the name of the detail record (for example, Detail Example). Information for the detail record appears.

4. Select the Create History Record check box and then, above the data grid, click Action. The Record Post Execute Actions Form dialog box appears.

None: If selected, Exchange Manager doesn't change the account.

Closed (Qlevel = 998): If selected, Exchange Manager changes closed accounts based on the check boxes you select.

Return (Qlevel = 999): If selected, Exchange Manager changes returned accounts based on the check boxes you select.

Other: If selected, Exchange Manager changes accounts that aren't closed or returned based on the check boxes you select.

Change Status: If selected, Exchange Manager changes the account status to the one you specify in the corresponding box.

Move to Desk: If selected, Exchange Manager changes the desk assignment to the one you specify in the corresponding box.

Execute Custom Stored Procedure: If selected, Exchange Manager runs the stored procedure that you specify in the corresponding box to update accounts.

5. Complete the information and then click OK.

6. In the Query Tool Built Export window, click Save and Exit.

7. In the Clients pane toolbar, click Save. The Update Comment dialog box appears.

8. In the Update Comment box, type a comment regarding your changes and then click OK.

Related Topics

Query Export Detail Record