Smartstaff
95
edits
Changes
no edit summary
A major feature of SmartSimple [[Configuring_List_Views#The_Properties_Tab|list views]] is that Users can batch download the files that are stored in [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] customfields. This feature can be utilized on list views within a UTA or within a list view of People or Organizations.
Once your list view has been created, take the following steps to enable exporting to Excel:
1. Go to the list view configuration page.
2. Click into the list view for which you wish to enable file downloads.
3. Click on the "Properties" tab.
4. Enable the '''Enable Download Files Option''' option.
5. Click the "Save" button.
6. The '''Download Files''' tab is now exposed at the top of the list view.
[[Image:DownloadFiles1.png|900px|border]]
7. Select the records from the list view then click on the '''Download Files''' button.
8. The Selected Fields screen is displayed, and will provide a list of all the [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom fields available on the record.
::[[Image:DownloadFiles2.png|border]]8. If you wish to download the files stored in all the fields listed click the check box at the top of the list. Otherwise select the subset of fields you wish to download files against.
{{ListViewFooter}}