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All views should have the option to PRINT/SEND/EXPORT
Teamdesk says that only some default views in table view have the option for PRINT/SEND/EXPORT, however if your view is part of a selection of master table (i.e. child view) then the options "PRINT/SEND/EXPORT" are removed. They say this is by design.

However it is often the case where we need to export and print CHILD views table, and the handy feature EXPORT and PRINT button is not available. I would like to request this feature be enabled for all child views.


The DOCUMENT feature would not be suitable as this will open MSWORD each time a report is downloaded, we prefer to have the EXPORT to HTML feature.

Please vote up if having the option "PRINT/EXPORT/SEND' enabled for all child views. OR a option to have them enabled.

THANKS
RISHI

ID
854
Category
User Experience
Author

rishi uttam
Date Created
4/1/2015 8:52:19 PM
Date Updated
11/21/2017 4:50:55 AM
Status
New Idea
Score
140
Promoted By
cooper collier Dale Olivermartin oliver
basenineDaniel Vazquez GerIvan Papish
Stephen WeltyPierreBin Xia Zhang
Baret KouyoumdjianJustin MatthewsRick Cogley
Marc Andre Lacasrishi uttam
Comments
rishi uttam 4/14/2015 12:32:23 AM
How do you others users print report views from a details view? It is not possible is it?

Marc Andre Lacas 4/28/2015 6:43:47 AM
Hello Rishi, I submitted a similar idea to yours, with the addition of CSV export. I think our ideas could be merged. In my case, I created a document template that can be printed in the Master View, in which you only find the child table I want to print out. If you click on "generate document template" under Documents (when in "Setup") you will get a docx file in which you see your child tables. You just need to edit that file, keep the table you need and save the file under a name that make sense for your needs, then you should be able to print out only the "child table/view". Keep in mind that this document will not update itself if you change things in the "child table/view". I hope this was useful. If I was not clear you can look it up here: http://www.teamdesk.net/help/9.5.aspx
Baret Kouyoumdjian 11/23/2015 8:14:41 AM
I think this is a concept that does not need too much thought. Having a CMS means being able to add/edit/view/report/delete content. If you can have a view/report then you must be able to export it as well.
Rick Cogley 11/23/2015 3:40:05 PM
the only way I found to do this is to use a Document for it. You can export a Document in Word or PDF format. I always have trouble with Word though, and can never get the style formats to "behave".
basenine 11/30/2015 6:36:31 AM
@Rick....you can literally spend hours formatting styles in word! Hours I says!!

The only solution I can muster for this idea is to create a view with ASK THE USER option, where ask the user is the "parent record id" (using the SEARCH field above might speed up the selection criterion).... The resulting records will then have the options to export or print as you desire
basenine 11/30/2015 6:38:36 AM
When I mentioned "create a view"... I was meaning in the child record table....just to be clear
Rick Cogley 11/30/2015 4:59:40 PM
(a total aside @basenine: I hate Word. It has had the same odd bugs for years.)
Pierre 9/8/2017 11:30:48 AM
I would like to be allowed to excel-export any table view or sub-table view
basenine 11/16/2017 9:02:05 PM
Would like to see the EXPORT button open up on the related Child views...😉

My solution above is often cumbersome...esp when more than one Child view is to be exported
basenine 11/21/2017 4:50:55 AM
Just been playing around with the column type: Formula URL.

You can grab the URL that the EXPORT function strings together (from a view) and cobble an easy formula to replicate as a Button and perform the export.

You can put that button pretty much wherever you want on a form record...
For example the URL looks like this (xxxxxxxxxxxxx swap out the real id's....)

URLRoot()&'/exportview.aspx/BuilderTrends_List%20All_'&URLEncode([Quote/Order Id])&'.csv?format=0&id=xxxxxxxxxx&fid_xxxxxxxxxxx='&URLEncode([Quote/Order Id])

All I've really added in here are the URLEncodes. The first one creates the file name and the second is for the filter as set by the view.

.csv or .xlsx or .html will determine the export file format
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