Is there a way to export a selection of records instead of the entire DBase? Or at least be able to create a csv of selected records. I can’t remember if I had asked this before. Thanks.
Jonathan
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Hi Jonathan,
You could do that if you created a Saved Search that filtered the records. When you have a Saved Search selected, Tap Forms will export only the records that match the selected search.
Thanks,
Brendan
I created a field called ‘select’ and a saved search for ‘select = yes’. This way I can perform an action on a certain set of data that can’t be easily searched for.
— Daniel
A Checkmark field is good for this too since you only need to click to toggle the value. Maybe that’s what you already meant Daniel.
Thanks for the replies!
I know about Saved Searches, and use them alot when sorting records in various ways.
I guess what I was hoping to find a way to Command Click a few records, or a bunch, and then go to the File>Export>Records>Selected Records, and then have an option to export just those records (csv) without having to set up a Saved Search/New Field kind of thing. I know nothing with coding is easy, so just an idea.
The reason I could use this is that after an email blast, I update or add contact(s) (records) that I’d like to simply convert those records to a csv export.
That would be awesome!
Jonathan
A Checkmark field is good for this too since you only need to click to toggle the value. Maybe that’s what you already meant Daniel.
Yes, I’m using a Checkmark field :-)
I guess what I was hoping to find a way to Command Click a few records, or a bunch, and then go to the File>Export>Records>Selected Records, and then have an option to export just those records (csv) without having to set up a Saved Search/New Field kind of thing. I know nothing with coding is easy, so just an idea.
Yeah, that would be nice, specially the command-click to select non-continuous records.
I know this thread is oldish, but I just tried to select a bunch of records as mentioned above. I then went to Edir>Copy, and then in a new MS Excel spread sheet, Edit>Paste. That did exactly what I was hoping for.Using all current software, os Mogave .4. So I am not sure if something changed along the way, but all is good!
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