AX2256

Processing file collect

When you process file collect, Axiom creates all active packages in the specified sheets to process. If Auto-generate file list is set to On for a package, then the file list is refreshed before processing occurs.

This topic discusses how to process file collect within the file itself. You can also process file collect as part of a File Processing Scheduler task. For more information, see Using Scheduler to perform file collect.

To process file collect:

  1. Open the file that you want to process. The file must already be set up for file collect and at least one package must be active.

  2. In the File Processing task pane, in the Actions section, click one of the following options to start processing:

    • Process File: File collect processing is performed without multipass settings. All enabled package columns are processed once.

    • Process File Multipass: File collect processing is performed multiple times, with a unique value applied to each pass. For example, if the file is set up to process by DEPT.VP, then file collect processing is performed once per VP. The function GetCurrentValue and the multipass filter template are resolved using values relating to the current pass VP. All enabled package columns are processed per pass.

    TIP: You can also process the file using the File Processing menu on the Axiom tab. (In systems with installed products, this feature may be located on the Main tab.)

All active packages in the specified sheets to process are created. When the process is complete, a confirmation message displays information about the created output files.

When file collect processes the file list and collects the contents of each file into the output file, it works as follows:

  • Excel: Axiom takes a snapshot of each source file. The result of each snapshot is the same as if you had manually snapshot the file and selected to Retain Excel Native Formulas while including All Sheets in File. The snapshot version of the file is what gets included in the output file.

  • PDF: Axiom combines the contents of all source PDF files into one PDF file. The source files are not otherwise transformed.

NOTE: If Attach each file separately is enabled, then the files in the file list are not transformed in any way. The files are simply attached to the email as is.