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Info
Applies To Version(s): 4 (including upgraded sites)

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Overview

In Version 4, you can add the Export to Excel button to any List pagepart and you can select which groups can view the the button. This this feature makes exporting data to Excel fast and easy and allows users who don't have access to Site Administration to export data to Excel. Site Administrators can also select which security groups can access this feature.

For our customers that have upgraded from an earlier version of ShareVision like, V3, 3.5 or 3.7, using this feature provides a fast and easy way to list data to Excel without having to go to List Settings.

Requirements/Dependencies

To enable the Export to Excel feature:
- In Site Administration, in View All Lists and Libraries, have a List that you would like to add to a Page.
- In Configure Portal Settings, have added a PagePart to a Page on a Portal
- Have completed the set up and configuration of the PagePart Name, Accessible on and Display Name (Review PageParts: Set Up and Configuration for more information.)

To use the Export to Excel feature:
- A user name and password to login to your ShareVsion site
- Your user name added to the Security Group that has been provided access to the the Export to Excel button (if applicable)

Setting up

Enabling the Export to Excel Button

You will first need to enable the Export to Excel button on the List PagePart for the list that you want to export data from.

In Site Administration, select Configure Portal Settings in the Portals and Pages section:
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Select the Portal where the List PagePart is located. In this example, we will use the Residences Portal.
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Select the page where the PagePart is located. In this example, we will select the Mileage Form:
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Next, select the PagePart for the list that you want to export data from. In this example, the Mileage Form PagePart will be selected:
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