My customer has a requirement where he wants a new button to appear in the company summary screen which will open a spreadsheet displaying all people against this company (with some logic, not all people will show).
I have tried various methods to no avail, any suggestions, please?
I did some fiddling around with this so time ago. https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/adding-a-button-to-generate-an-sdata-feed-based-on-current-context-using-the-asp-com-apiThat the .NET API link the article contains are really only part worked solutions. Are you trying to have excel look for the data or are you trying to pass the data to excel?
Does it have to be it's own report? You could extend the Summary Report and add it as an extra report within that one
Does the file format have to be xls/xlsx?
If not I have done something similar on a custom entity to export data to a CSV file.
I can share the code with you if it helps.
That would be good, thanks. I might be able to convince the customer on this one.
That look good, actually - I'm trying to pass data to excel.