Hi,
I have created a custom module Called Department and added One to Many relationship with Accounts. Im unable to view Account column in cvs file after exporting via Department listview. Any one can please suggest the solution?
Thanks,
Lavanya
Hi,
I have created a custom module Called Department and added One to Many relationship with Accounts. Im unable to view Account column in cvs file after exporting via Department listview. Any one can please suggest the solution?
Thanks,
Lavanya
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
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
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
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
Which edition do you use?
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
SugarCRM Professional V8.1.0.
Thanks,
Lavanya