export a filtered list

Posted By bradd_1 over 9 years ago

I need a way to export a list that has been filtered. The list is from a custom view. the view is essentially as follows.

select * from orderitems inner join order inner join opportunity inner join company inner join address where orders are active and items meet criteria.

Then I have a filter on the screen to filter the list down by product, product family, territory, company.

I need to be able to export this filtered list FROM THIS SCREEN. Having to do a report is just stupid. The users are on this screen and have already filtered their list.

Is there anyway to accomplish this? .net api or client side api?

I'm to the point I'm about ready to build a javascript button to pass the filter criteria to an outside webpage that I will have perform the same filter on the view and export the list using c#. I just feel like this is a basic function of any and all grids.

0 Sage CRM over 9 years ago

Brad

Have you had an explore of the new cloud edition? Have look at the way in which the grids for new entities work that have been created using the Builder tool. That will give a sense of direct of travel for the product as a whole.

Is the custom list created by the RunBlock mechanism or is it created using the .NET API?

A number of things maybe useful...

1) Client Side

Consider this for background

community.sagecrm.com/.../sage-crm-v7-1-using-sdata-to-extract-data-into-excel.aspx

And then

community.sagecrm.com/.../sage-crm-v7-1-adding-a-button-to-generate-an-sdata-feed-based-on-current-context-using-the-asp-com-api.aspx

These article show that it is possible to build an SData feed that can be used to extract data.

And this

community.sagecrm.com/.../using-sdata-to-exposing-group-like-data-to-an-external-application.aspx

A feed is simply a set of data. We can create that set of data also in Sage CRM 7.2 using the Client Side API. The API allows you to read all of the fields on the screen, including the values in the filter boxes. You can use this with the crm.sdata() method that returns a JSON object that you can then manipulate in any way.

This is a simple example

community.sagecrm.com/.../sage-crm-7-2-creating-ajax-calls-using-the-client-side-api.aspx

2) Server Side

Of course in both .NET page when a button is 'clicked' you can see what variables are available within the page - you can read the filter box like any form and know what 'where clause' to apply when building the a result. ANd then how you export that to another application is up to you. It would be very easy to create a csv file for example.
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0 bradd_1 over 9 years ago

Thanks Jeff. For future forum goers, below is how I accomplished what I needed to do.

I used a mix of the client side API and jQuery (had to use jQuery to get values of my filter screen items) to build a querystring to pass to a .NET page (custom page built using .NET API). That page parses the string and builds the where clause of a select that queries the same view that the list is built from.

I think build a List of string arrays. List and add the column names first, then loop through the QuerySelect adding the fields to the list. Then I create a temp file in the temp directory and use some more javascript to prompt the user to download the file.

I would have rather have used the httpwebresponse here to download the file, but couldn't find a way to make it work (at least couldn't find a way quickly so I went with what I could do quickly)
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