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Recently, I had a request to create export functionality for a datagrid in the SalesLogix web client. I had a little difficulty exporting data from the actual grid, but as an alternative, we put together functionality to export data based on a provided SQL query. (Thanks to Ryan for working out the SmartPart code)
By creating a new custom smartpart, we can simply export the results of a SQL query to a CSV file, save it on the webserver and download it to an individual client.
First, you'll want to create a folder on the web server to hold the exported file. In this case, I'm exporting contact data based on the current account, so I created an export folder under the SupportFiles/SmartParts/Account folder in the portal manager.
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In my last blog post, I outlined how to display data from external database in Sage CRM 200. This week, I'm going to do the same thing, but instead of connecting to an external datasource through SageCRM, I'm going to display the data using a custom ASP page.
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