Smartstaff, administrator
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When exporting to Excel has been [[Exporting List View Results to Microsoft Excel|enabled]] for your [[List View Overview|list view]], you can also tell the system to use an Excel file as a template into which your results will be exported.
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To enable this feature:
# Create an Excel spreadsheet you wish to use for a list view export template.
# [[Uploading a File – Step by Step|Upload]] the Excel file to a [[SmartFolder]].
# Go to the [[Accessing the List View Configuration Page|list view configuration page]].
# Click into the list view for which you wish to enable exporting.
# Click on the "Export" tab.
# Next to the "SmartFolder" field, click on the {{LookupButton}} button and select the [[SmartFolder]] in which you have uploaded your spreadsheet.
* Now, when you export your [[List View Overview|list view]], the following screen will appear:
{{SelectAFile}}
* If there are multiple files in your SmartFolder, select the spreadsheet you wish to use as your template and click the {{SubmitButton}} button.
* This feature can be used in conjunction with the [[Positioning Exported List View Results in your Excel Spreadsheet]] feature.
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* [[Positioning Exported List View Results in your Excel Spreadsheet]]
[[Category:Document Generation]]
