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Configuring List Views

577 bytes added, 19:06, 31 August 2016
Export Tab
* '''MS Word Settings''': 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.
* '''Custom Export Settings'''
:*'''Header''':define the text and column headings that will appear above the main body of the exported list view :*'''Record template''':define the columns from within the list view that are to be exported:*'''Footer template''':define text that will appear below the main body of the exported list view :*'''Default filename''':define the name of the exported file :*'''Export Values Only''': will strip out any formatting (e.g. commas, currency, decimal places) associated with the selected field :*'''Update Status after export''':each exported record will be updated to the selected Status:*'''Trigger Workflow after export''': selected workflow will be triggered for each exported record
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Smartstaff, administrator
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