by Urdhva Tech

SweetExport For SuiteCRM. SweetExport include only those fields into export file which are displayed on the ListView.

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User Guide

Accessing SweetExport Option

1) Once add-on is installed successfully and license is validated then “Sweet Export” option will be available into module’s ListView action button/menu.
SweetExport ListView Button
2) After accessing “Sweet Export” link module records will be exported with only those columns which are display in ListView.
SweetExport Download Option
3) Exported file look as follows.
SweetExport XLS File
4) Sweet Export is also check whether logged-in user has adequate permission to export the module records or not. If user is prevented from export the module records through Role Management or Security Groups then “Sweet Export” button will not be display into ListView action menu. For Example, we can prevent “Sarah Smith” from export Contacts module record. For that, we will create Role and assign “Sarah Smith” user to it and mark “Export” to none for Contacts module.
Prevent Export Role
5) Let’s log-in with “Sarah Smith” and check.
ListView Options Without Export

SweetExport with “Layout Options” and “Saved Search”

1) Sweet Export works with the “Layout Options” too. If anyone add/remove column(s) into ListView through “Advanced Search” screen. For Example, user has deleted “Date Created” field from ListView.
SweetExport With Layout Option
2) Have a look on exported file.
SweetExport With Layout Option XLS
3) Sweet Export also works with the “Saved Searches”. For Example, user has saved the search with the display “Primary Address City” field into ListView.
SweetExport With Saved Searches
4) See below, exported file has “Primary Address City” field into it.
SweetExport With Saved Searches XLS
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