Using the Export to Excel Quick Action
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Microsoft Excel does not support exported expressions.
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You can use the Export to Excel to export all or some of the field values from a business object to a Microsoft Excel spreadsheet. For example, you can export some of the field values from a change record to a Microsoft Excel spreadsheet.
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1.
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Open the for the change business object. |
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2.
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Click the Create New Actions tab, and then click Export to Excel from the list of options |
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3.
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Enter the following information: |
Set action name |
A name for this quick action. |
Assign a category |
A category. Select from the drop-down list. |
Publish to |
The roles that need access to this template. |
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4.
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Edit, add, or leave the Column Header and Fields to Export values as is. |
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5.
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To import relationships, do the following: |
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b.
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From the Fields window, double click Relationships. |
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c.
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Double click the relationship business object, then double click Fields. |
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d.
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Select the field to import from the relationship business object and click OK. |
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6.
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Click Save to save the quick action. |