Using Selected Items variable for List Actions
I have a process of filtering out results for a region and generating a document containing those results. I currently use a query to get a particular region. However, there are multiple regions, and it's not convenient to create a list action button for each region. Is there a way to create and use a variable of selected items that will generate documents for only the selected items?
For example, I have a list like this, and I want to filter out results that have Asia as the region and generate a document containing those results. So far, it has worked for Asia (or any region specified in the query).
For example, I have a list like this, and I want to filter out results that have Asia as the region and generate a document containing those results. So far, it has worked for Asia (or any region specified in the query).
Create an action.
Create the word document template that will loop through the list to generate the required items, and add them to a table.
Select the list, query, view and other settings.
For the query, filter it to be Region = Asia. This query will ensure that it only picks Asia instead of all the regions.
Save your settings.
Back to the list, Ctrl+A to select all the list items.
Click the List Action button and it should generate the Word document with the items of the specified region.
The new question now is whether there is a way to use these variable actions together with the Generate Document action in such a way that only selected items in the list will be included in the document? This new method will probably not include using the query, I take it.
Thanks for helping!
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Dear OE,
please find an article on how to achieve that here: https://my.skybow.com/hc/en-us/articles/4415873434130-How-to-generate-a-document-based-on-metadata-of-selected-items-in-List-Actions
Kind regards
skybow Support
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