 | Matt Warner 3/16/2007 1:29:53 PM When there is a relationship between two tables and the detailed table is shown as a view under the master record, it would be nice to add an "export" button for the detailed view (as if it were a query view). For example, in our database we have an "events" table (master) and an "event attendees" table (detail). I have chosen to not show the event attendees table as a tab in the database but I would need to to be able to query the contacts that attend a particular event. These contacts are already shown in the detail view of the master record ... but I can't export them from there.
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 | Philipp Matuschka (MMB) 6/7/2010 6:07:54 AM When I open a new tab, the default view for that table appears. However it only has the NEW button. It does not have the PRINT, EXPORT and SEND buttons. If on the therhand I later select that view, then those buttons are included. Can these buttons be included when the tab is first selected?
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 | Shem Sargent 7/24/2012 10:13:49 AM It appears that this is because of the initial screen for each tab is set by default as a Dashboard instead of a View. The Dashboards do not have the print, export, and send buttons, only the Views do. Interestingly, if you use the browser print feature on the Dashboard, it creates the same output as the clicking the Print button on a View.
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 | Rick Cogley 5/13/2013 8:07:53 AM We'd also like to be able to have these buttons on the dashboard-linked views. Or at least, a link to go to the view, so that you can access these. At this point, we have to do an ugly kludge of putting the view links in text sections on the dash.
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 | Marc Andre Lacas 3/18/2015 12:40:43 PM In an application I made, I use the form in preview mode to display linked items from one table another (in this case: all the "Tasks" related to a "Project"). I would like to export the resulting view to CSV (or Excel) like we can do in a regular "Table" view. See jpg
{115}
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 | basenine 3/18/2015 5:03:14 PM I stumbled across this anomaly just yesterday. I thought that because I'd CHECKED "Hide Print/Export/Send" it wasn't showing on the related view...but after unchecking, it still wouldn't appear.
This would be a handy feature.
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 | Gii Systems 3/19/2015 9:00:38 AM Also consider this for views in dashboards please.
Sometimes the view on the dashboard is from another table (That might be hidden). Making it impossible to export the data.
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 | 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?
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| 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.
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| 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".
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| 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
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| 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
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| 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.)
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 | Bin Xia Zhang 3/15/2017 3:49:54 PM Would be useful. I have a database where table A is a list of students and table B a list of classes.
B refers to A in one-to-many relationship.
When I view a record in B (particular class) I can see the list of selected students, but its not possible to export/send the data. I created a view in table A allowing the user to select particular classes from B to export the data. It would be more useful to do it directly from table B and not to do an additional search..
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| basenine 5/25/2017 10:33:30 PM Bump...just discussing this with a customer right now...
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| basenine 5/31/2017 5:31:39 PM another bump...'passionate' customer needs this now...the work around is laborious to make and inconvenient to use.
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 | Pierre 9/8/2017 11:30:32 AM I would like to be allowed to excel-export any table view or sub-table view.
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| Pierre 9/8/2017 11:30:48 AM I would like to be allowed to excel-export any table view or sub-table view
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| 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
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| 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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 | Slava Shinderov 4/16/2019 7:20:37 AM @We've added PRINT/EXPORT/SEND buttons to the details view.
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| Slava Shinderov 4/16/2019 7:23:06 AM Merged with:
87 - allow export of relationship detail views
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 | Baret Admin 4/16/2019 7:25:26 AM Thank you Slava
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| Pierre 4/16/2019 3:11:11 PM It works beautifully
Thanks to the team
Pierre
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 | Kirill Bondar 5/14/2020 6:00:00 PM Merged with:
850 - Ability to export to CSV a view
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| Kirill Bondar 5/14/2020 6:02:54 PM Merged with:
339 - Print button on default view
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