Export to Excel Quick Action
Creates a new MS Excel spreadsheet (.xlsx) containing the rows from a query created within its quick action wizard. The list of columns exported to MS Excel is the same as shown in the list view by default, but can be overridden or expanded here. Creates only one worksheet.
For example, use this quick action to export names and addresses to a mail merge list.
| Parameter | Description |
|---|---|
| Column Header | Enter the name of the column header for the exported field. |
| Fields to Export |
Choose a field to export. |
- Click Add
to add fields to the export list. - Click Edit
to change the field. - Click Delete
to remove the field from the export list.