Changes

Jump to: navigation, search

Using an Excel Template for List View Export Results

462 bytes removed, 20:30, 20 July 2017
updating categories
<!--{{ExportListViewPage}}
-->
 
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.
# In Next to the "Start LocationSmartFolder" and "Query String Location" fieldsfield, enter click on the numeric value corresponding to {{LookupButton}} button and select the worksheet, column and row [[SmartFolder]] in which you have uploaded your list view results should be exported tospreadsheet.
{{MSExcelSettings}}* Now, when you export your [[List View Overview|list view]], the following screen will appear:
* The "Start Location" field determines the starting position of your list view results (the "data").* The "Query String Location" field determines the starting position of the search criteria currently selected to filter your list view results (the "metadata"). If your list view is not filtered, the Query String will be blank.* The default setting is 0;0;0 for both fields. This means that your list view results will be exported, with the topmost, rightmost value appearing in the first worksheet, in cell A1.{{SelectAFile}}
Note: The syntax for both the "Start Location" and "Query String Location" fields is ''worksheet'';''column'';''row'' The numbering begins at zero* If there are multiple files in your SmartFolder, so select the first worksheet, first column or first row would be referenced with a 0, as opposed to 1. Therefore, if spreadsheet you wanted either the list view results or the metadata wish to be placed in use as your template and click the third worksheet of your Excel file, starting in cell B4, you would enter ''2;1;3'' The first worksheet, cell A1 would be ''0;0;0''{{SubmitButton}} button.
{{SelectAFile}}{{SmartFolders}}* This feature can be used in conjunction with the [[Positioning Exported List View Results in your Excel Spreadsheet]] feature.
{{ListViewFooter}}
* [[Positioning Exported List View Results in your Excel Spreadsheet]]
[[Category:Document Generation]]
Smartstaff, administrator
686
edits

Navigation menu