Related fields are missing while exporting via listview for custom module

Hi Lavanya  MR,

what field are you exactly missing? The link to the account or fields from the accounts module?

On the export from listview you have no access to fields from other modules. Use a list and rows report instead which can also be exported to excel.

Bests regards

Björn

Björn Canales Pfisterer,

I want to export Account field which i have created relationship in Deparment.

EX: Consider below is the Department Listview.

When i export data from listview, Account column and respective account records details missing in excel sheet. How do i retrieve this data in excel from listview?. Please let us know the solution.

FYI: Account field added automatically in Department when i create one to many relationship between Department and Account modules.

Thanks,

Lavanya

OK so when the list view export only gives you the ID and you won't like to use reports to pull it from the accounts record you can use this option:

Create a textfield like I did it on the cases module on this screenshot. tick the "Calculated Value" checkbox and place the same formula on the editor and save.(how to: http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Sugar_Logic_Walkthrough_Related_Module_Formulas/ )

This field pulles the value from the accounts name field into the text field in your Department module. On creating a  it will filled up automatically. On existing records you must perform any way of update / edit on each record to let this field be recalculated. Usually you can do this via listview but it depends on the amount of department records like in standart module Opportunities:

Once you have the Account name pulled into your custom field it will be included in the list view export as a raw text.

PS.: Sorry for answearing that late. I just forgot about this thread meanwhile.

Cheers

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

OK so when the list view export only gives you the ID and you won't like to use reports to pull it from the accounts record you can use this option:

Create a textfield like I did it on the cases module on this screenshot. tick the "Calculated Value" checkbox and place the same formula on the editor and save.(how to: http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Sugar_Logic_Walkthrough_Related_Module_Formulas/ )

This field pulles the value from the accounts name field into the text field in your Department module. On creating a  it will filled up automatically. On existing records you must perform any way of update / edit on each record to let this field be recalculated. Usually you can do this via listview but it depends on the amount of department records like in standart module Opportunities:

Once you have the Account name pulled into your custom field it will be included in the list view export as a raw text.

PS.: Sorry for answearing that late. I just forgot about this thread meanwhile.

Cheers

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH