5 Replies Latest reply: Aug 16, 2012 1:08 PM by jhoffef15 RSS

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

      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