Difference between revisions of "Using an Excel Template for List View Export Results"

From SmartWiki
Jump to: navigation, search
(updating categories)
 
(11 intermediate revisions by one other user not shown)
Line 1: Line 1:
 
{{ListViewHeader}}
 
{{ListViewHeader}}
 +
 +
When exporting to Excel has been [[Exporting List View Results to Microsoft Excel|enabled]] for your [[List View Overview|list view]], you can also tell the system to use an Excel file as a template into which your results will be exported.
 +
 +
<!--{{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.
 +
# Next to the "SmartFolder" field, click on the {{LookupButton}} button and select the [[SmartFolder]] in which you have uploaded your spreadsheet.
 +
 +
* Now, when you export your [[List View Overview|list view]], the following screen will appear:
  
 
{{SelectAFile}}
 
{{SelectAFile}}
−
{{SmartFolders}}
+
 
 +
* If there are multiple files in your SmartFolder, select the spreadsheet you wish to use as your template and click the {{SubmitButton}} button.
 +
 
 +
* This feature can be used in conjunction with the [[Positioning Exported List View Results in your Excel Spreadsheet]] feature.
  
 
{{ListViewFooter}}
 
{{ListViewFooter}}
 
* [[Positioning Exported List View Results in your Excel Spreadsheet]]
 
* [[Positioning Exported List View Results in your Excel Spreadsheet]]
 +
[[Category:Document Generation]]

Latest revision as of 16:30, 20 July 2017

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

When exporting to Excel has been enabled for your list view, you can also tell the system to use an Excel file as a template into which your results will be exported.


To enable this feature:

  1. Create an Excel spreadsheet you wish to use for a list view export template.
  2. Upload the Excel file to a SmartFolder.
  3. Go to the list view configuration page.
  4. Click into the list view for which you wish to enable exporting.
  5. Click on the "Export" tab.
  6. Next to the "SmartFolder" field, click on the Lookupbutton.PNG button and select the SmartFolder in which you have uploaded your spreadsheet.
  • Now, when you export your list view, the following screen will appear:

ExportListView selectafile.png

  • If there are multiple files in your SmartFolder, select the spreadsheet you wish to use as your template and click the SubmitButton.PNG button.


See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Using_an_Excel_Template_for_List_View_Export_Results&oldid=30691’