Save Records As Excel
Purpose
Saves records to a specified Excel worksheet.
See also
Format
Save Records as Excel [Restore; With dialog: On/Off; “<output filename>”;
Automatically open; Create email; Records being browsed/Current record]
Note In order to save records as a Microsoft Excel worksheet, your privilege set must include Allow exporting, or you must set the script to run with full access privileges.
Options
•With dialog specifies whether the Excel Options dialog box will display when the script step is performed, if you have already specified a file. If you have not specified a file, the Save Records as Excel dialog box will display as the script step is performed, but the Excel Options dialog box will not display.
•Specify output file specifies the file path. Choose the folder you want to export to, or type the file path directly into the list. Specify one path per line. FileMaker Pro will use the first path it locates. See
Creating file paths. You can choose to
Automatically open file or choose to
Create email with file as attachment to create a blank email with the Excel file as an attachment.
If FileMaker Pro executes a script that does not specify an absolute path, and the database file containing the script is hosted, the path is assumed to be the current user’s Documents folder.
•Specify options displays the "Save Records as Excel" Options dialog box. From the Save list, choose Records being browsed or Current record. Specify whether the values in the first row should be used as field names or as data. For Worksheet, Title, Subject, and Author, you can enter text directly, or click Specify to enter a field name or values from a calculation.
Compatibility
Where the script step runs | Supported |
FileMaker Pro | Yes |
FileMaker Server | No |
FileMaker Go | No |
Custom Web Publishing | No |
FileMaker WebDirect | No |
Runtime solution | Yes |
Originated in
FileMaker Pro 8.0
Description
This script step operates in all modes except Find mode.
Example 1
Finds and sorts records, then saves the found set as an Excel file without prompting the user.
Go to Layout ["Invoices"]
Perform Find [Restore]
Sort Records [Restore; With dialog: Off]
Save Records as Excel [With dialog: Off; "Unpaid Invoice List.xlsx"; Records being browsed]
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