Exporting lists to excel (or any format) via an action

[#1]

Hello,

I have had a request to link the QV documents I am creating to our CRM . I have been asked if QV has the capability to export a list of possible values (of a certain feild) via an action. My plan is to trigger this action upon making a selection in that field. Once I have the exported list...the crm can grab that info and search via customer number for example. Has anyone been able to accompish this?

Any thoughts would be grealy helpfull.

Thanks!

Jeff

[daveamz]

Hello,

     You can use a macro for the export (see the file attached). To run the macro upon certain selection see Settings > Document Properties > Triggers > Field Event Triggers

Regards,

David

[#3 · Accepted solution]

Here is an example of an export to Excel based on a selection trigger. Obviously you could edit the code to export the values to a different format to suit your needs.

[#4]

Hi Rebeccad,

When I run this Macro I keep getting an error that "ActiveX component can't create object: 'Excel.Application'".

Do you have any thoughts?

Thank You!

[#5]

I have not seen that error message before. My only suggestion would be to check your security settings. Under Tools > Edit Module make the following selections:

Hope that helps!!

[#6]

That did the trick. Thanks for your help!