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Exporting List View Results to Microsoft Word

488 bytes added, 18:23, 12 October 2017

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{{UnderConstruction}}

{{ListViewHeader}}

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:

{{ExportEnabled}}

When If the "Export" button is clicked, without any check-boxes populated against any records, then the user will be presented with a dropdown from which they an alert and will choose a [[[[Custom Field Type: Special - MS Word Merge|Word Merge field]]be unable to proceed.<br>[[Image:ExportListView selectafileWord.PNG]]         

[[Image:ExportCheckedRecordnew.png|link=]]

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 [[Custom Field Type: Special - MS Word Merge|Word Merge field]].<br>

[[Image:ExportListView selectafileWord.PNG|link=]]

# Click on the "Export" tab.

# Select the {{EnableExport}} option.

# Enter semicolon-delimited list of [[Custom Field Type: Special - MS Word Merge|MS Word Merge field]] names (''fieldname1;fieldname2;fieldname3'') into the ''Field Names'' setting.# Click the "Save" button.# The Export button will now be enabled for your list view.<br><BR>

{{ExportEnabled}}

* The Export button will now be enabled for your list view.<br><BR>

{{ListViewFooter}}

* [[Import/Export and Integration Techniques Overview]]

{{WordMergeLinks}}

[[Category:IntegrationDocument Generation]][[Category:Word Merge]]

<!--Support Tickets that pertain to exporting list views to Word:

19825 - List View MS Word export never implemented

-->

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Ciaran Donnelly

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