Go into the Variable Definition screen. Click the New button, followed by Formula Variable.
Note: For more information on creating variables, click here.
After you have given your new variable a name and Prompt, you will want to select the variable to mask from the Variable drop down list. As seen below, I used the REFNO variable.
Hint: There are quite a few variables already in the CollectMax system, and it’s very easy to get lost trying to find what you want to insert in your document. When naming your variables, try to pick a prompt that you believe everyone at your firm will understand.
In the formula, we used Maskleft(REFNO,’X’,4). So the result will be XXXXXX1234. All but the last four digits of the Reference Number are replaced with “X” as seen below.
Here are some other examples of masking variables using a Reference Number:
REFNO 5282310130031793
Maskleft(REFNO,’X’,6) XXXXXXXXXX031793
MaskLFour(REFNO) XXXXXXXXXXXX1793
RightStr(REFNO,3) 793
RightStr(REFNO,6) 031793
LeftStr(REFNO,8) 52823101
Hint: You can use other variables in these functions, such as DESSN in place of REFNO. Also, you can use any number as opposed to the examples above.