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customize export to include information from each tab(attribute)

WH Chua
2023-09-07
2023-11-14
  • WH Chua

    WH Chua - 2023-09-07

    in the default export function of any modules, the available column to choose is limited to the fields under the properties tab (attribute)
    is there a way we can change the default export to include option from each tab(attribute) and user get to choose the column to be included in the export? for example, i would like to export the CIs and Contact attribute that was linked to the UserRequest ticket.
    Understand we can perform this custom export from the Run queries and Export page with something like below:

    SELECT UserRequest, FunctionalCI, Person
    FROM UserRequest
    JOIN lnkFunctionalCIToTicket ON lnkFunctionalCIToTicket.ticket_id=UserRequest.id
    JOIN FunctionalCI ON lnkFunctionalCIToTicket.functionalci_id=FunctionalCI.id
    JOIN lnkContactToTicket ON lnkContactToTicket.ticket_id=UserRequest.id
    JOIN Person ON lnkContactToTicket.contact_id=Person.id
    

    Then from the Export option. we choose which column we want.

    I would like to understand how and where can i configure the export function to a custom query

     
  • Pierre Goiffon

    Pierre Goiffon - 2023-10-06

    I would like to understand how and where can i configure the export function to a custom query

    You can use the run query, or even save your query in the query phrasebook

     
    • WH Chua

      WH Chua - 2023-10-09

      Hi Pierre,

      Thanks for the advice. Yes, the custom query can do the work.
      However, its only available for Administrator.

      I wanted to change it right from the ticket exporting so that normal user such as support agent, service desk agent and etc can do it too right from the respective module itself.

      Appreciate further guidance, thank you

       
    • Pierre Goiffon

      Pierre Goiffon - 2023-11-10

      Yes, the custom query can do the work.
      However, its only available for Administrator.

      Woops you're right the queryphrasebook is by default accessible to admin users only.

      Though it can certainly be changed with a custom profile, an easier way would be to customize dashboards or create your own ? See for example this tutorial : Add a Dashboard on a Team [Combodo Private Wiki]

       

      Last edit: Vincent @ Combodo 2023-11-14
      • WH Chua

        WH Chua - 2023-11-13

        Thanks Pierre, i had not thought of that.
        But i cant view the link. got a permission deny error

         
  • Vincent @ Combodo

    Pierre links was wrong, I just fix it...

     
    ❤️
    1
  • WH Chua

    WH Chua - 2023-11-14

    Thanks Pierre and Vincent

     

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