Jump to content
Salesforce and other SMB Solutions are coming soon. ×

Export Portal Data


Jim_Shelton

Recommended Posts

We have some Excel files where there are accountID numbers, the one unique field, and services. There can be from 3 to 9 services per accountID. In the Excel file each service is an individual row.

 

I need one row displaying the accountID and the 3-9 services along side.

 

I imported the Excel file into FM. Then I can display the services through a portal based upon accountID.

 

Can I export back to Excel or txt file with all services on same row as accountID?

 

thanks,

 

Jim

Link to comment
Share on other sites

Make a calculated field with the following "definition:"

 

Trim (MyTable::AccountID & " " & MyTable::Service1 & " " & MyTable::ServiceN(repeat for 2-8) & " " & MyTable::Service9)**

 

 

** I used one space (as indicated by the " ") between fields. You can use this or any other text separator that you want (substitute "your choice" for " ").

Link to comment
Share on other sites

I thought this made sense, but still cloudy.

 

Looking at your calculation I need to create fields Services1, Services2, etc. Do I have these fields before I import?

Link to comment
Share on other sites

This thread is quite old. Please start a new thread rather than reviving this one.

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.



×
×
  • Create New...

Important Information

Terms of Use