Excel templates on a single record

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Posted on by PerKr

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Hi!

I want to use Excel templates the same way as Word templates so I can use the template on a single record only and pull in related data. This doesn't seem possible, as the Excel templates must be based on a list view? Correct? Any thoughts on a solution for this?

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TNS 1,197 on at

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RE: Excel templates on a single record

Hi..

you can create another view by advanced find and put up a query to have your single record in that view .....then you can use the excel template for that view...

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