Export CSV only selected rows

Adolfo_Enrique_ · 05-04-2021 01:01 PM

Hello, please, can you help me with the following please.
In my app, from the Schedules table, I add the option to be able to export to csv, but I only need to export the selected rows, is this possible?
I await your comments.

Thank you.

Marc_Dillon

You could try the following option

Add a new column to the table, a “flag” column.
Create an Action that will set this “flag” column to some value.
From the screen that you’ve shown, where you select multiple records, you can then run this new Action across all of those selected records (from the upper-right).
Create a new Slice that will only show the records selected by the above.
Create a new View based on the Slice.
Trigger the CSV download action from this new View.

llheath

on the action that is “export to CSV” we only see the DATA tables …no Slices or views. We want to download from a slice.

Marc_Dillon

I have no idea what you are saying or asking.

Steve

Actions are always attached to tables, not slices or views. Actions can the be used in views that use the action’s table or a slice atop that table.

The Export to CSV action will export the rows contained in the view from which the action is performed. It is up to you to make the action available (e.g., to display the action button) only in those views that contain only the rows that should be exported. To export the entire table, display the button in a view of the entire table. To export the rows of a slice, display the button in a view of the slice. To export only select records by some arbitrary criteria, display the button in a view referenced by a LINKTOFILTEREDVIEW() expression in a navigation action.

llheath

we have a view that has only the items we want exported, when we click on the icon to download the csv it downloads the entire table.
The table reference in the action.

Marc_Dillon

So are you posting here to report a bug, or are you asking a question, or what? Please show screenshots of this happening, because it certainly doesn’t happen like that on my end.

llheath

we have a view based on a slice. This view only shows the records I want to export to CSV. See the attachment for the view setup.

I have also included the action on that slice/view. It will download the whole CAR table, not just my view.

Marc_Dillon

It “will”, or it did?

llheath

it exports all the records in the table even though my view is showing a subset of the records based on a slice.

Marc_Dillon

As Steve just said, sounds like a bug then.

llheath

It seems like the download ignores the useremail() formula. We use it it in our slice but it is ignored on the download.

WendyC

I am having exact the same issue as @llheath , did you manage to filter out a solution or was it confirmed a bug from AppSheet ?

Steve

Could we get a screenshot of the My CAR Requests slice configuration?

llheath

so we have the action on a view of this slice

The view works perfect. but when we click the action everything in the CAR is exported not just the records that are seeing in the view obtained from this slice.

Steve

It all looks good to me (though there’s a lot to follow, and I might be overlooking something). As far as I can see, you should be getting your desired behavior. That you’re not suggests a bug. A bug means you’re going to have to engage Support. Someone there will be able to dive into your app configuration directly and figure out what’s going on.

https://www.appsheet.com/Support/Contact

Sorry I couldn’t help! Please let us here know what you and Support work out!

llheath

I do have the a view that is based on a slice (so I am only seeing the records I want to export)
The action is displayed on that view.
When I click on the action the entire table is exported not the view I am looking at.
Here is the view setup and the action:
(CAR is the entire table)…

The action is on the view, but I can not change the “record for this table” and it is exporting the whole table “car”

action:

filippobellotti

using LINKTOFILTEREDVIEW() is a good option, but I couldn't find any way to filter rows that I have manually selected, the only way I found is to use an intermediate action to mark rows by setting a specific flag field, as suggested by @Marc_Dillon

Adolfo_Enrique_

Thank you very much @Marc_Dillon for your help. I understand what you are telling me, and the idea is very good. But as it indicates to me, I would have two screens, one where I select the records, and then I should navigate to another screen where from there if they downloaded the previously selected records, is that right?
My need is to be able to make the selection and download from the same screen.
I imagine it should work just like the delete option does …
I select and delete. With the difference that in the case that I propose, it would be select and download …
This is possible this?

Thank you in advance for your kind help!

Marc_Dillon

Not exactly.

But here is another option. Note that you don’t use Appsheet’s CSV download Action for this.

Multi-select your records as above.
Click an Action to “flag” all of those records.
Click a second Action button (just once, NOT for each record), to trigger a Workflow (or a new “Bot”).
The Workflow/Bot sends out an email to the user, containing a CSV attachment with the selected records.
You’ll need to create the CSV template to reference and output all of the selected records.

llheath

I want to change CAR to be my view or slice.