topic Re: DT Export from SF attachments relative year in DemandTools

DT Export from SF attachments relative year

pmolter — Mon, 26 Jan 2026 14:20:52 GMT

Is there a way to set the year value as relative, like a token (%%year%%) or similar in the export conditions?

I'm looking to export certain contact attachments generated by date (in the filename) and do not see if this is possible (ie. gs_filename_yyyymmdd.pdf)

Thank you.

Re: DT Export from SF attachments relative year

Pugs_Validity — Mon, 26 Jan 2026 23:05:33 GMT

@pmolter - Hmm, what do you have in mind? Is it a certain date and/or range? or are there other factors in play that would define the condition? You have the "Contains" operator but we could look into potentially pulling a more complex query in Match as well depending on the goal.

Re: DT Export from SF attachments relative year

pmolter — Tue, 27 Jan 2026 13:05:03 GMT

@Pugs_Validity our files will have the previous year in the name in one instance... in another, they'll have the year and a datestamp (yyyymmdd hhmmss am/pm) so I'm looking for how I can set the conditions to look for that formating in the end of the filenames. One set (yyyy only) will have one destination separate from the other.

Also, do you know if DT can deliver the exports to a Sharepoint document library?

Thanks!

Re: DT Export from SF attachments relative year

Pugs_Validity — Wed, 28 Jan 2026 19:19:15 GMT

@pmolter That format in general or is there a specific year you want to isolate? I was able to easily filter for any records containing a certain term in their title but it would be a bit more complex likely if you are looking for just any file that has either format in the title. DTV cannot export to a shared drive currently, many customer will use a simple scheduler tool, such as a Windows Task Scheduler, if there is a need to automate such an action currently.

Re: DT Export from SF attachments relative year

pmolter — Thu, 29 Jan 2026 13:24:14 GMT

@Pugs_Validity The format is just a general example... not sure exactly how DT would work, but the filename I'm looking to export starts with AG_ and ends with the previous year and a date/timestamp of the createdate, so _YYYY_MMMDDDYYY_HHMMSSAM/PM.pdf which is what I'd want the conditional to match the formatting of for the export.

Is there another option to the shared drive for export? A network or even local drive?

Re: DT Export from SF attachments relative year

Pugs_Validity — Fri, 30 Jan 2026 23:22:40 GMT

@pmolter - I assume you don't want everything that starts with AG_? From the sound of it, it may be a subset of a subset? You can always export to a local drive whether that be on a scheduled cadence or a one off.

Re: DT Export from SF attachments relative year

pmolter — Mon, 02 Feb 2026 13:20:36 GMT

So it sounds like using a date format variable (ie. date() with a formate to ensure we're only pulling a specific date or date range) and exporting to a shared drive or cloud drive storage isn't possible with DT?

Re: DT Export from SF attachments relative year

Pugs_Validity — Mon, 02 Feb 2026 22:51:51 GMT

@pmolter - The former, potentially, I'll have to test out a some potential regex matching to see what's possible...I'll follow up shortly. On the latter, correct, you cannot currently export to a shared drive or cloud storage drive.