Looking to add field columns in the excel online feature against entity records

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Posted on by Samuel

HI all,

I m trying to figure out a way if I can add custom fields against Account and Opportunity entity when using the Export function and more so the excel online feature.

I would like to be able to add the columns there to be able to avoid the additional effort of importing a static excel sheet.

Any hack on this is much appreciated.

Cheers,

Sam

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LuHao 40,892 on at

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Hi Sam,

Yes, we can add columns when open in excel online.

But the column name must be exactly the same as the field display name.

In addition, when you update records by "open in excel online", after you manually add a column, the cells without data in this column will be executed to clear the value of this field for records.

Let me take an example.

In my Lead entity, there is a field called "need1", and I have 3 records whose "need1" fields are 1, 2, 3. I want to update the "need1" field of the first records by "open in excel online".

So I open a view without column "need1", and open in excel online.

At first, there is no column "need1", so I manually add it. Then enter the value 1 for the first record. Save.

The result is that the "need1" field of the first record changed to a, but the "need1" field of the second and third record changed to empty.

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