Embedded Files
Export of transactions and contacts as well as positions
Export of transactions and contacts as well as positions
Sheets
Sheets
When creating an export, three spreadsheets are generated that contain information about operations, positions and contacts. The operations are listed in the "EXPORT" spreadsheet, while the "POS" spreadsheet contains the items associated with an operation. The connection between an operation and its items is established by an "itemID". However, it is possible that not every operation has items, so the relationship between an operation and items is optional (0:N).
An operation can be associated with one or more contacts, while a contact can be associated with several operations. This relationship is shown in the "CONTACT" worksheet. The connection between an operation and a possible contact is indicated by the "NumberCustomer". The relationship between an operation and contacts is optional and can contain 0 or more contacts (0:N). However, each contact can be associated with at least one operation (1:N).
Column headers
Column headers
The headings correspond to the import. In addition, the individual fields contain a formula that generates the label in JavaScript or HTML.
Feld field definition
Feld field definition
For export, the respective label for a field can be abbreviated using the "alias". The "alias" allows to export the field with a shorter name, e.g. "problem" instead of "description of the problem".
Reporting
Reporting
You can make a summary of data in worksheet 1. For example, look at Insert\Pivot Table or Insert\Diagram.
Export update
Export update
The action "Update export" in the process allows to refill the table. The tables are filled from row 2 (without headers). Attention: If additional fields have been added to the system (through updates or form changes) or fields have been removed, the column headers will no longer fit.
If you have created reports in additional spreadsheets, you have to adjust them manually.
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