How to export csv from advance search.

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  • September 8, 2017 at 2:07 PM #24497

    Jonathan Levin
    Participant

    Maybe I’m doing this wrong, but I’d like to be able to export a csv from an advance search. I edited the advance search to show just the columms I want but when I go to export that, it exports all the columms in the main Address book form.

    Also, when you update the main form, in my case the Address Book I imported from Bento, does that automatically update the advance search as well?

    Am I doing this the right way?

    thanks.
    JL

    September 9, 2017 at 8:31 AM #24499

    Brendan
    Keymaster

    Hi Jonathan,

    On the Export Records screen you’ll see a list of fields in your form. That’s what controls which columns will be exported. Not the columns that are set when displaying the records.

    A saved search is just a view into the main form. It’s not a copy. So the records you see in the filtered list of records are the actual records that you see in the main form. So yes, when you make a change to a record in the filtered list, you are changing the record in the main form.

    Thanks!

    Brendan

    September 11, 2017 at 12:32 PM #24522

    Jonathan Levin
    Participant

    Thanks. Today when I went to do this it worked and I did exactly what I was doing last week when it wasn’t!!! Weird. All good now. Thanks.

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