Exporting List View Results to Microsoft Word
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 and checkboxes will exist against each record:
If the "Export" button is clicked, without any check-boxes populated against any records, then the user will be presented with an alert and will be unable to proceed.
When the "Export" button is clicked, with some or all records selected, then the user will be presented with a dropdown from which they will choose a Word Merge field.
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:
- Go to the list view configuration page.
- Click into the list view for which you wish to enable exporting.
- Click on the "Export" tab.
- Select the
option. - Enter semicolon-delimited list of MS Word Merge field names.
- Click the "Save" button.
- The Export button will now be enabled for your list view.
See Also
- List View Overview
- Accessing the List View Configuration Page
- Configuring List Views
- Setting the Sort Order on a List View
- Exporting List View Results to Microsoft Excel
- Exporting List View Results to Microsoft Word
- Download files from List View
- Preparing Existing Word Template for List View Export
- Quick Edit
- Historic List View
- Configuring Interactive List View Charts
- Import/Export and Integration Techniques Overview
To set up a Word merge:
- Step 1 - Create the MS Word document that will be used as the template.
- Step 2 - Upload the Word document to a SmartFolder.
- Step 3 - Create a Special - MS Word Merge custom field.
Advanced Word Merge Features Include:
- Exporting List View Results to Microsoft Word
- Uploading a MS Word Merge Document to a Custom Field
- Including Tables in a Word Merge Document
- Using ReportProperty with a Word Merge Document
- Including Check Boxes on an MS Word Merge Document
- Including XML on an MS Word Merge Document
- Using Conditional Logic on a MS Word Merge Document
