Exporting List View Results to Microsoft Word

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Template:UnderConstruction caption Click here to watch a video on creating and editing List Views.


A major feature of SmartSimple list views is that list view results can be exported to a Microsoft Word Mail Merge with the click of a button. This feature works in conjunction with the Special - MS Word Merge field type.


When this feature is enabled and configured, an Export button will be visible at the top of the list view:

ExportListView exportenabled.png


When the "Export" button is clicked, the user will be presented with a dropdown from which they will choose a [[Word Merge field.
ExportListView selectafileWord.PNG








Once your list view has been created and you have configured one or more Word Merge custom fields, take the following steps to enable exporting list view results to a Microsoft Word Mail Merge:

  1. Go to the list view configuration page.
  2. Click into the list view for which you wish to enable exporting.
  3. Click on the "Export" tab.
  4. Select the ExportListView enableexport.PNG option.
  5. Click the "Save" button.

ExportListView exportenabled.png

  • The Export button will now be enabled for your list view.

  • You can also tell the system where you want the results of the list view export to be positioned in the resultant Excel spreadsheet. Visit this page for instructions.
  • Additionally, you can upload an Excel spreadsheet to be used as a template for list view result exports. Visit this page for instructions.


See Also

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