Using an Excel Template for List View Export Results

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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