Tag: Exporting

In this article I'll be showing you a very easy way to show your Creatio data on a map using Google My Maps. The end result will be something like the following: First thing you'll need to do is go to the area/section you want the data from and export it into an excel sheet by clicking "Export to Excel"...

Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?

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.

This is a really handy function that generally works great. However there have been some users that have run into issues during the Export or when saving the export file to a local hard drive