Hi All,
We had a default Export to Excel option in Interface/Site.
Data is coming from the record type and now we would like to include another record type data in the existing excel which is getting exported.
Please find the attached screenshot
So here we are using 2 record types - eConsent is from one record type
and data in the excel /read-only grid is from another record type.
Now we would like to include eConsent in the excel, i.e. data should be now coming from 2 record types
Could anyone suggest a solution.
Discussion posts and replies are publicly visible
As suggested try creating a relationship between those two record types. Or else create custom Export to Excel link and start a process to export data from different record types.