Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6605 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I can't seem to find a way to do a scripted Export that fixes the file type to Excel, without providing a Path. If I leave the Output File Path list blank, the FileType: setting won't stick, always re-setting itself back to text.

I realize I could export to a known filename then rename the file, but I'd rather let the user choose the file location themselves (but not allow them to accidentally get a text instead of XLS export).

Posted

There is a script step 'Save records as Excel' which you should use rather than doing a traditional export of data. That way you can let the user choose the folder as you require.

It should be noted that your layout should reflect only the data that you wish to export to get the best out of this feature.

This topic is 6605 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.