How to run a file job and save a document

This example uses the Categories view, as shown in Figure 4-3.

Figure 4-3  Selecting the categories view

To immediately generate a document and save it in the Encyclopedia volume:

1	Navigate to the design or report executable file in Items You Can Run and choose Run and Save.

2	If the file job requires parameters, Parameters appears, as shown in Figure 4-4.

Figure 4-4  Selecting parameters

Select or type values for any required parameters.

Optionally use the Query by Example syntax if the parameter is an ad hoc parameter, as explained later in this section.

3	Choose Next. Save As appears, as shown in Figure 4-5.

Figure 4-5  Entering save-as information

4	In Output location, select a location to save the document or select the Home folder location. Other locations are available by typing a new location, navigating to a new save location or by using a date-and-time expression as explained later in this section.

5	In Document name, accept the default or type a new name. Optionally use date-and-time expressions as explained later in this section.

6	In Version name, optionally type a custom version name.

7	Specify a resolution if the file name already exists in the selected location:

n	To create a new version of the report and retain existing versions, accept the default, Create a new version.

Optionally choose how many previous versions to retain by selecting Keep only the latest. Type the number of versions to keep.

n	To replace an existing version of the report, select Replace the latest version.

8	Choose Finish. Information Console displays and saves the generated document.

Optionally, the user can select the design or report executable file by choosing Run and Save, from the file icon’s hover menu. The hover menu appears when Information Console uses the Details, Icons, or List view and the mouse is over a file icon.

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