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Alternative entity list view in download

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Posted on by Jan Simonsen

Hi'

Does anyone know of a way to change the default view of an entity list when downloading as Excel?

I have a case, where I want the download button to utilize a much richer list of columns than the list presented to the user. But I don't want to bother the user with manually changing the view (resulting in an ugly list with far too many columns) before downloading.

I thought up a couple of "solutions" myself but would like to hear your input before choosing the right strategy. Perhaps there's a way simpler path than I thought... :-)

Including alle columns in the displayed view, but removing the one I don't want the user to see by javascript by hiding the corresponding <th> and <tr>'s
Including two views, but hiding the view selector and programmatically change the view hen the user clicks "download"
Implementing my own Excel-download feature based on javascript Excel-exporter with data generated by a FetchXML
Your idea... :-)

Anyone has an idea?

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Community Member on at

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Hi Jan,

The easiest option would be to expose another view on the entity list. There can be multiple views. The user could select that view for exporting.

The default view that shown in the portal is first view.

Then 'Download' button will only download the view displayed in the current page, so you can make user change another view to download it,

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Akanksha Srivastava 100 on at

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Hi Jan,

May be you can add a custom button that calls for a Power Automate flow. The flow can refer to the view you want and email the extracted list of data to the requesting user or upload on a SharePoint/ Teams page.

Regards

Akanksha

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Fubar 2,761 on at

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One option is to create a second Entity List and only expose the 1 view, and create a 'Download' menu item for it, and also put a link on the existing page (with view selection capability) click here to download data.

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