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swapnar6405
swapnar6405
March 31, 2023
Question

How to export data from a RecordType using a link

  • March 31, 2023
  • 5 replies
  • 0 views

Hi,

Is there a way we can provide a link in an interface to download the data in an excel from a recordtype.

Thanks

5 replies

mikes0011
mikes0011
Brainy
March 31, 2023

In general this implementation is pretty easy to do with a "2-click" setup -- first the user will click a button or link to generate the export file (i recommend having a button for this because buttons can use the "loading indicator" functionality to show the end user that something is processing), then after the generation is complete, offer them a Document Download Link serving the newly-generated document.

The Expression Guru
swapnar6405
swapnar6405Author
March 31, 2023

Can I use RecordType in this process.

mikes0011
mikes0011
Brainy
March 31, 2023

I'm not sure what you mean.  If you want to use RecordType data as the source of a Grid, you can actually enable the internal functionality to provide a one-click download from there.  However, to use this you will need to accept the inherent limitations to this approach - namely that you'll have pretty little control over the formatting of the resultant export, etc.  What have you tried so far? What are your specific requirements?

The Expression Guru
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