Create an Export to CSV button on the Contact Register
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2h 15m
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2
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Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 2 | 2h 15m |
Recent time entries
Last 2
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 15 Sept 2023 | Adding last date of service to the export - In the export function of the script add a line at the end of the case loop to every type of export to add the date of the job linked to the last transaction of the item - Append a line onto the end of the case loop for the heading to add "Date of Service" to every register export type - Test the export function to ensure it is correctly pulling through the dates Ensuring only active items are displayed in the csv export - Adding a constrain found set in the CSV export section of the script to constrain to only active item record transactions - Testing exports to ensure no inactive items are pulled through | Caleb Harvey | 1h 0m | invoiced |
| 29 Aug 2023 | - Create a button to add to the popover set of buttons and set the export type to "CSV" - In the current scrip that takes the user to the pdf export layout, if the type is "CSV" set a variable path to the users desktop - Set the Export variable initially to add the headings and file settings - Make a case for each register type and write out the headings they use in their pdf exports - loop through the found set of related records and append to the Export Variable the fields that match their headings based on another case of register type - Save the export variable to a global dump container and export the field contents using the path variable as the path - Return to original layout - Test all types to ensure data matches pdf | Caleb Harvey | 1h 15m | invoiced |
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