How to customize file name of an Excel export on the table object

Would you like to customize the file name of an Excel file export on your table object? Skuid can do this. In this example the user wants to include the deal name and today’s date in the file name ie. Lakeland Tours (Worldstrides) 19-7-2021.xlsx

Use these steps to make it happen:

  1. Use Global Merge to get to the record’s name

  2. Add a UI-only formula field that returns a date to the Task’s model. The formula is just “Today()”

  3. Under the “Export” properties of the table you you can put your merge syntax into the custom file name (see screenshot)

Thanks to Mr.Stern for solving this one :+1:t3:

1 Like

Awesome @SwimsWithDolphins ! Thanks for sharing this :smiley: