I recently needed to create an Excel template for a customer. My scenario: • The template was to be based on appointments that were ‘Regarding’ a specific record type. Gotcha.com is the official website for Gotcha, a wholly owned subsidiary and division of Perry Ellis International, Inc. We ask that you abide by the terms. Gotcha with Commons - templates. We use a cut down template when we create all our course and have check lists for our teaching staff to setup. To gotcha two. ![]() ![]() ![]() • It needs to group the time spent on each of the appointments based on a value from the regarding record. • Customer has Microsoft Dynamics CRM 2016 on premise. Easyor so I thought So, off I went – from an Appointment view I used the Create Excel Template function to add the columns I needed and Downloaded my file. In Excel, I added my column and used an If Statement to create my grouping based on the value from the Regarding record and then used a pivot table to summarise – done!!!! But that wasn’t quite it – once I uploaded my new template and tested it against another record - it wasn’t working - the data exported no longer had the value from the related record. ![]() The column I had added to the template was there but it had no dataOk so maybe a momentary glitch. But no I tried again – this time created a new personal view with the data instead of using Edit Columns function. But still no luck – the data is there when you Download the File but not when you generate the Template after Uploading it.
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April 2018
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