BSV that shows how to export selected items to a CSV

tford

I've got a sample BSV demonstrating the following:

1) Entering 5 attributes for a client
2) Showing 3 selected Client attributes on a query
3) Click on an operation that allows user to Query by Form to select which clients they want to export to CSV
4) User is presented with Query by Form selection parameters screen
5) User is presented with screen to view the CSV (ie: Excel) of all 5 attributes of the selected clients.

This becomes more useful when you want to give the user a large number of attributes per client in the CSV/Excel file (not just 5 per the above example). In a situation like this the Export button on a Query would not be practical because you would have to show the large # of attributes on the query for AwareIM to export them.

Additionally if you running AwareIM on a hosted server, the EXPORT action is not practical either, because it would export the file to the server & not the client machine.

This BSV solves both of these limitations.

If you want a copy of the BSV, PM me with your email address and ask for ExportTest bsv.

Tom

tford

This BSV is now available here: Download BSV

Please remove the .bin extension after download.

To run this BSV:
1) Create a sub-directory: C:\AFileStorage . If you want to use a different directory, change it in the Process "FindAndExport"

2) Click "Add New Client" and create a few. Use the same City on a few of them so that you can demonstrate the Query by Form gathering process in #3.

3) Click "Select Clients for Export to CSV". Choose a City with more than one record. After clicking OK, you will see the result below the query as shown below:

4) When you click on the icon, SelectedClients.csv will open up like below:

tford

A few screen shots below show some of the mechanics of this BSV:

Craig

Brilliant !!!!

tford

Looks like build 1425 should accomplish this:

http://www.awareim.com/changelog/Readme1425.txt

EXPORT action now supports queries (including user defined) with the ability to use displayed attributes