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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

you can't select just a column on a FM layout that has multiple columns.

You can create a layout with just the column you want and then do a "copy all records" and paste it where you want.

Or you can do a "send records to excel" to export all of your colunns on the current FM layout and do the rest of the work in excel.

Or you can drop excel and try to recreate the same reporting directly from your FM file?

Posted

In the table view can I copy a column of values and paste them into Excel? ...or do I have to export the entire table to Excel and copy/paste columns from spreadsheet to spreadsheet?

Sorry, you're on Windows. But for Mac users, this works:

Perform applescript

set applescript's text item delimiters to return

get data field "First Name"

set the clipboard to (result as text as text)

Posted

Thank you for your replies.

you can't select just a column on a FM layout that has multiple columns.
That's what I feared.

You can create a layout with just the column you want and then do a "copy all records" and paste it where you want.
Didn't know about that. I'll try that with the columns I need and see what happens. Part of the problem is about every other month the client changes what she wants us to send.

Or you can do a "send records to excel" to export all of your colunns on the current FM layout and do the rest of the work in excel.
Which I have done many times. I was hoping to shortcut that process.

Or you can drop excel and try to recreate the same reporting directly from your FM file?
The requirement is to send an Excel spreadsheet. Prior to this a .pdf file was acceptable. This spreadsheet requirement is a trade off. We only send in one form and they create four forms. Before we were creating all four forms. We like this idea but I will not compromise on keeping my raw data in a database.

I'll try the method above and report back next week.

Posted

or do I have to export the entire table to Excel and copy/paste columns from spreadsheet to spreadsheet?

This may call for some Excel automation which can be driven from inside FM using VBscript.

But it will require that the desired output in excel is somewhat fixed otherwise you'll be forever tweaking the export and the VBscript.

If they unsure of how they want the end result to be then just send the whole table to excel and let them sort it out.

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