Export form sublist to Excel

Gareth Jayne

• Created March 14, 2019 10:58

Hi everyone

 

I've got a form setup in SharePoint for recording expenses.  Each expense item is recorded in a sublist on the form that points to a separate SharePoint list and this all works fine.

 

I've now been asked to provide functionality where the sublist in the form can be exported into an Excel spreadsheet.  If I select all the items in the sublist by clicking the top left-hand corner I get an option on the SharePoint ribbon to Export to Excel but this only seems to work with Internet Explorer which we are moving away from.  Is there a way I could build this functionality within Rich Forms e.g. create a button that runs some code to export the sublist to Excel?  I've had a look and so far haven't been able to come up with anything that works.

 

I'd be grateful for any advice.  Thanks in advance for your help.

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  Christof Nussbaumer

  • March 18, 2019 12:07

  Hi Gareth Jayne

   

  There is no Export to Excel functionality in Rich Forms. It's already a requested feature you can vote for: Generate other file types that Word. E.g. XML, Excel/csv, PDF 

   

  At the moment you're may able to integrate it into your form with custom javascript code as other developers did, like him for csv export: Use JavaScript to Export Your Data as CSV - Chris Grimes 

  Use Query functions to get the sublist items filtered by your main item's ID (Check Filter for lookups in my answer here: How to query a sublibrary recursively?)

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