Method Community

Hello,

Is there an option to add the ability to export data from a custom table, based on search segmentation?

Example: I have a custom table layout and I want to search for everyone from New York and export that data to a .csv

How would I go about doing this?

Hi,

What you can do is use a grid in conjunction with the Export Grid to Excel action. Any filters you apply using the filter heading will be applied to the export of the grid.

Regards,

Michael

Hello Michael,

Are there instructions available on how to do this somewhere?

Hi there,

You won’t find step-by-step-instructions on how to do this specifically...but it’s really not that hard.Let me try and help.

1. Customize the screen so that you can add a grid (if it’s not already there).
2. Add a button to the screen.
3. Edit the button to add the action called ‘Export Grid To Excel’  and select the grid to export.
4. Publish the screen.

If you need more assistance, please visit our community webinars where you can find webinars that cover many topics such as screen customization, fields, objects and actions.

Cheers.

Hello Valbon,

       Thanks, that was a rather intuitive process, when laid out like that!