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

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# Click into the list view for which you wish to enable exporting.
 
# Click into the list view for which you wish to enable exporting.
 
# Click on the "Export" tab.
 
# Click on the "Export" tab.
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# Next to the "SmartFolder" field, click on the {{LookupButton}} button and  
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# Next to the "SmartFolder" field, click on the {{LookupButton}} button and select the [[SmartFolder]] in which you have uploaded your spreadsheet.
  
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* This feature can be used in conjunction with the [[Positioning Exported List View Results in your Excel Spreadsheet]] feature.
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* Now, when you export your [[List View Overview|list view]], the following screen will appear:
  
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{{MSExcelSettings}}
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{{SelectAFile}}
  
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* The "Start Location" field determines the starting position of your list view results (the "data").
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* If there are multiple files in your SmartFolder, select the spreadsheet you wish to use as your template and click the {{SubmitButton}} button.
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* The "Query String Location" field determines the starting position of the search criteria currently selected to filter your list view results (the "metadata"). If your list view is not filtered, the Query String will be blank.
 
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* The default setting is 0;0;0 for both fields. This means that your list view results will be exported, with the topmost, rightmost value appearing in the first worksheet, in cell A1.
 
  
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Note: The syntax for both the "Start Location" and "Query String Location" fields is ''worksheet'';''column'';''row''
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* This feature can be used in conjunction with the [[Positioning Exported List View Results in your Excel Spreadsheet]] feature.
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The numbering begins at zero, so the first worksheet, first column or first row would be referenced with a 0, as opposed to 1.
 
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Therefore, if you wanted either the list view results or the metadata to be placed in the third worksheet of your Excel file, starting in cell B4, you would enter ''2;1;3''
 
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The first worksheet, cell A1 would be ''0;0;0''
 
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{{SelectAFile}}
 
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{{SmartFolders}}
 
  
 
{{ListViewFooter}}
 
{{ListViewFooter}}
 
* [[Positioning Exported List View Results in your Excel Spreadsheet]]
 
* [[Positioning Exported List View Results in your Excel Spreadsheet]]
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[[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

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