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

1. If you have a one-to-many or many-to-many realtionship from Departments to Accounts, the csv export cannot contain any account information as there can be many accounts related to the department.

2. If you have a many-to-one or one-to-one relationship from Departments to Accounts, the csv export does not contain the account infomation by default but you could use an export generated in the Reports module to export them.

If you are running CE or want to have in the default export of the other editions you must add a custom function "create_export_query" to your custom module to fill the related fields in the csv export.

3. If you create a related field in the departments module referring to the Accounts module the system will create the Account field in the export by default.

Greetings

Harald

1. If you have a one-to-many or many-to-many realtionship from Departments to Accounts, the csv export cannot contain any account information as there can be many accounts related to the department.

2. If you have a many-to-one or one-to-one relationship from Departments to Accounts, the csv export does not contain the account infomation by default but you could use an export generated in the Reports module to export them.

If you are running CE or want to have in the default export of the other editions you must add a custom function "create_export_query" to your custom module to fill the related fields in the csv export.

3. If you create a related field in the departments module referring to the Accounts module the system will create the Account field in the export by default.

Greetings

Harald

Hi Harald,

I have downloaded the template from Import but in csv file, still Account Name is missing. Is there a way to mass upload Account details to Department module?

Thanks,

Lavanya

1st possible solution:

So you have full access to the reports module.

Instead of exporting the records create a line/column report for your departments module.

Here you can set the conditions for the selection of the departments and via the module tree you have access to all fields of any related account.

2nd possible solution (just entered by BCP above)

Create the fields you need for the export like Account Name as custom fields and use the function "calculated field" to calculate them from related objects.

3rd possible solution:

Customization of the export routines - not necessary, too much effort.

Greetings

Harald