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Submit a view to a new file

Last post 10-15-2019 05:58 PM by Franciele. 2 replies.
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  • 10-15-2019 01:43 PM

    • Franciele
    • Not Ranked
    • Joined on 08-03-2017
    • Curitiba, Brasil
    • Posts 12

    Submit a view to a new file

    I have a form, that has a view that I want to save to a new file, because this view information will be send to outside the company and the rest of the information in the form are confidential. This view has a lot of information and some repeating table, and would be a lot work to copy and paste the data to a new form. Also the file with only this specific view cannot have a connection to my sharepoint, since the person who will be receiving the information has no access to the original sharepoint. So, does anyone know if is possible to do this oe export the data to an excel file?
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  • 10-15-2019 02:20 PM In reply to

    Re: Submit a view to a new file

    When you say it will be sent - will you be emailing it? If so, you could have a view that displays just the data you need and use an email submit connection set to not include the form. That way they never access the form.... I suppose you could promote the columns you need to send them and then export from the library to Excel but then you'd need to remove all rows / columns that weren't pertinent.....
    Hilary Stoupa

  • 10-15-2019 05:58 PM In reply to

    • Franciele
    • Not Ranked
    • Joined on 08-03-2017
    • Curitiba, Brasil
    • Posts 12

    Re: Submit a view to a new file

    Thanks for the quickly repley Hillary. I will be emailing, but I need the document to be editable, the ideal would be keep the document format.
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