burkybang
commented
2 years ago This is a really great idea. I can absolutely see how that would be helpful. Thank you!
Here are some notes to help keep me organized while I think about how I could implement this.
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Button: Download CSV Import Template for Form
- Create a CSV file (not sure if I could do Excel file) with headers of all the body and line fields from the current form
- Indicate mandatory fields with an *
- Download CSV file
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Button: Create Saved Search from Form
- Create a saved search with headers of all the body and line fields from the current form
- Indicate mandatory fields with an *
- Open the new saved search in a new tab
Is your feature request related to a problem? Please describe. No.
Describe the solution you'd like In the spirit of implementation and having multiple forms for a record for data importing, it would be helpful to have a button on the record to export to excel all of the exposed header and line fields on any given form at time of button tick. Then we can have a current custom form template export with sample data to provide to the client with the exact fields needed to filled out per custom form. This would be a huge time saver for these larger multi subsidiary projects. To further advance this for customer use, along with it being a static export by pressing a button there could be a unique linking saved search created. Therefore a customer can export mass data based on the exposed fields on a custom form. To add one additional need would be to recognize which fields are mandatory and flag those column names with a asterisk in the saved search and excel export.
Describe alternatives you've considered None
Additional context None