Export Records with some Fields and Field Names

[nkalra]

Hi,

 

I'd like to have a button that uses a script to export the records that are being browsed to an excel or CSV file. I'd like to use two featuers:

 

1. Only certain fields in these records are exported

2. The headers of these fields are included at the top of the fiel

 

It seems that requirement 1 is possible with the "Export Records" script function but not with the "Save Records to Excel" function. Meanwhile, Requirement 2 is posisble with "Save Records to Excel" but not with "Export Records".

 

Is there any way to get both?

 

Thanks!

[nkalra]

Actually, I think I figured it out myself.

 

(1) Create a new layout that contains only those fields that you want to export. Lets call this layout "Export Layout"

(2) On the original layout, create a button with the following script:

 

(i) Go to Layout ["Export Layout"]

(ii) Save records to Excel [choose option to use field names as headers]

(iii) Go to Layout [Original]

 

Easy!