Search results by user ID 5882

Re: Grid Export is not including all columns

NathanInTexas — Tue, 17 Jun 2014 20:02:28 GMT

Hello Justin,

This didn't help. It still only exports the columns I listed in my original post. It doesn't include the columns that I'm currently viewing in the grid. And, just so you know, I've tried this in Chrome, Firefox and Internet Explorer - just in case one browser was better supported than another.

I'd assumed that the purpose of the 'export grid to Excel' action was to be able to customize a view for a grid and then export those rows/columns to excel (as a report of sorts). Am I trying to do something that this action is not intended to do?

Thanks,
Nathan

Re: Grid Export is not including all columns

NathanInTexas — Fri, 13 Jun 2014 18:11:00 GMT

Hello Justin,

If I export all of our contacts, it includes those that are Lead Status only, as well as a bunch of dummy contacts we created in testing various other features of Method. Plus, by exporting a grid I'm hoping to be able to apply some View Filters to make sure I'm only exporting the contacts I want.

Is the 'Export Grid to Excel' action not intended to export a grid that has a View Filter applied?

Grid Export is not including all columns

NathanInTexas — Wed, 11 Jun 2014 21:04:37 GMT

I'm trying to export the Contacts Grid. I have a button whose only action is to export the Contacts Grid to Excel (all columns, not just the checked ones).

I have a custom 'Customer Address Info' view of the Contacts Grid that displays various address/contact information fields.

Even though I'm looking at this 'Customer Address Info' View, when I Export the Grid to Excel, it only exports the fields associated with the 'Shared Active Customer Contacts' view:(Rep/Type/Title, Contact/Customer/Company, Phone/Email/Mobile, Tags, Balance, Last Activity, Next Activity).

Any direction on how to resolve this would be greatly appreciated.

Re: Migrating a closed Case to a Solution

NathanInTexas — Thu, 16 May 2013 18:13:58 GMT

Thanks for your reply.

I feel comfortable with the customization work. The only thing I'm unsure of is where I go to "copy the URL from the document" - I've looked at the New/Edit Document Link page, but don't see a URL.

Can the document URL be found on an existing screen? Or, do I have to customize a screen to show this field? I see a field for "DocumentExternalURL" in the "Document Library" table - is this the field I want?

By the way - I realize that I could just test this to see if it would work, but I'm trying to put as much into writing as possible so that if anyone else stumbles across this thread they can be pointed in the right direction.

Thanks!
Nathan

Re: Migrating a closed Case to a Solution

NathanInTexas — Thu, 16 May 2013 16:14:38 GMT

Hello Method_Ashur,

I would like for the "Subject" of the Case to populate the "Title" of the Solution

I would like for the "Internal Comment" of the Case to populate the "Solution Body" of the Solution.

I would also like for any Documents associated with the Case to be included with the Solution.

There doesn't appear to be a way to add documents to a Solution. Can a hyperlink be added that can point to the document? If so, I would like the name of any documents associated with the case to be appended to the "Solution Body" text, and for these to be hyperlinks to the documents.

When all of this is done, I would like for the New Solution window to stay open so that I can edit any of the fields before actually saving the Solution.

If you need additional details or clarification, please let me know.

Thanks!

Migrating a closed Case to a Solution

NathanInTexas — Thu, 16 May 2013 15:12:38 GMT

When a Case is closed, is there an automated way to use it to create a Solution?