SuiteCRM Advanced Export Plugin - PowerPoint PPT Presentation

Title: SuiteCRM Advanced Export Plugin


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USER MANUAL
TABLE OF CONTENTS
Introduction .....................................
.................1 Benefits of Advanced Export
...........................1 Installation
Configuration.............................2 SuiteC
RM Plug-in Installation ..........................
2 License Configuration..........................
............ 4 Role Based Access Control on
Export............... 5 Extension
Configuration...................................6
Enable Module for Export..........................
...... 6 Enable Fields for Export.................
.................. 8
Export List View Records .........................
...... 10 Export Subpanel Records.................
.............. 12 Contact Us .....................
..................................14
ADVANCED EXPORT Version 1.0
Compatibility SuiteCRM Up to 7.10.4
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Introduction
USER MANUAL SuiteCRM Advanced Export

• AppJetty provides effective solution in the form
  of Advanced Export which allows the users to
  maintain and send huge records to others
  seamlessly and pretty fast. It will also provide
  a liberty to the users to select the type of
  file they want to choose for exporting the data.
• This plugin can export the desired data from
  Module List View section and its Sub Panel
  section in the format of CSV, PDF and XLS files.
  This will help the users of SuiteCRM to send and
  retain the relevant records in these three easy
  to manage formats.
• Benefits of Advanced Export
• Export Records in Multiple File Formats
• The user will be provided with the option to
  choose from CSV, PDF or XLS file type option to
  export the data of various modules and its
  fields.
• Choose Fields to be Exported
• The users are also provided the facility of
  choosing the required fields whose data is to be
  exported depending upon their specific
  requirement.
• Export from List View and SubPanel
• Users can now use the simple and easy way to
  organize file format i.e., CSV, PDF and XLS to
  export important data from different module
  lists and related sub panels.
• Role Based Access Control on Export
• Admin can easily control the modules to be
  exported based on the roles of users.
• Easy Sorting of Data Exported

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Installation Configuration
USER MANUAL SuiteCRM Advanced Export

• SuiteCRM Plug-in Installation
• To start with the installation, Log-in as
  Administrator into SuiteCRM. Go to the
  Administration page and click on Module Loader
  to install the package.

• Browse the zip file and click on Upload button
  under Module Loader screen. After uploading
  package, click on the Install button to install
  the package.

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• USER MANUAL SuiteCRM Advanced Export
• Click on Commit button to finish the
  installation. After successful installation you
  can see
• SuiteCRM Advanced Export installed in plugin
  list on Module Loader page.

• Now, need to repair your SuiteCRM Instance. For
  that go to Administration page and click on
• Repair link, then click on Quick Repair and
  Rebuild link.

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• USER MANUAL SuiteCRM Advanced Export
• License Configuration
• Once you have installed the extension, navigate
  to the Advanced Export section and click on
• License Configuration to Validate the license
  and module configuration.

• By clicking on it you will be redirected to the
  License Configuration screen. Now validate the
  license by entering the provided license key in
  License Key field and clicking on Validate
  button.
• Thereafter enable the module by choosing Enable
  option from Enable/Disable dropdown list under
  Enable/Disable Module section. Lastly click on
  Save button to save the configurations.

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• USER MANUAL SuiteCRM Advanced Export
• Role Based Access Control on Export
• To manage the access rights of exporting data as
  per the users role navigate to Admin -gt Role
  Management, choose / create the role and go its
  detail page.
• Thereafter double click on the cell value of
  particular module under Export column for which
  you want to manage the access rights of
  exporting the data.

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7
Extension Configuration
USER MANUAL SuiteCRM Advanced Export

• After installation you can see Advanced Export
  Configuration tab in admin panel. In this tab
  you can see two sections Enable Module for
  Export and Enable Fields for Export.

• Enable Module for Export
• To enable modules for export, click on Enable
  Module for Export. By clicking on it you will be
  redirected to its detailed section.
• Now to enable the Advanced Export for modules
  list view click on LISTVIEW CONFIGURATION tab.
  Moreover, select the modules by checking the
  checkbox besides the particular module and click
  on Save button to save changes.

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• USER MANUAL SuiteCRM Advanced Export
• Thereafter to enable the Advanced Export for sub
  panel modules click on SUBPANEL CONFIGURATION
  tab.
• By clicking on it you will be redirected to its
  detail page. Now select the modules by checking
  the checkbox besides the particular module and
  click on Save button to save changes.

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• USER MANUAL SuiteCRM Advanced Export
• Enable Fields for Export
• Once you have enabled the modules of List view
  and SubPanel view go to Admin -gt Advanced Export
  Configuration and click on Enable Fields for
  Export to choose the fields / columns which are
  to be displayed in the exported files.

• By clicking on it you will be redirected to its
  detail page. To manage the fields of List view
  modules, click on LISTVIEW CONFIGURATIONS tab
  and choose the module from Modules dropdown
  list. Now Drag and Drop the fields of particular
  module which can be exported to Export Fields
  List section. Lastly click on Save button to
  save the changes.

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• USER MANUAL SuiteCRM Advanced Export
• Similarly, to manage the fields of SubPanel
  modules click on SUBPANEL FIELDS CONFIGURATION
  tab and choose the module from Modules dropdown
  list and SubPanel from SubPanel dropdown list.
  Now Drag and Drop the fields of particular module
  which can be exported to Export Fields List
  section. Lastly click on Save button to save
  the changes.

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• USER MANUAL SuiteCRM Advanced Export
• Export List View Records
• Once you have saved the changes, you can log into
  any of the assigned users account / admin
  account and navigate to Main Menu and choose any
  module from the above configured module.

• Thereafter select the records which are to be
  exported, click on the dropdown button in the top
  row and choose from following options
• Export in Excel To export the records in Excel
  or XLS format.
• Export in CSV To export the records in CSV
  format.
• Export in PDF To export the records in PDF
  format.

• After choosing the option selected records will
  be exported in selected file format. The records
  will be downloaded as per the selected sorting of
  column in the records list.

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• USER MANUAL SuiteCRM Advanced Export
• Along with this user can also export any other
  fields as well by selecting the desired fields
  and clicking on Export button from the List
  View of Modules.

• By clicking on it Choose Export Fields window
  will pop up on users screen. Now Drag and Drop
  the fields of particular module which can be
  exported to Export Fields section. Moreover,
  choose the required type of sorting from Sort
  By field and click on Save button to save the
  changes.

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• USER MANUAL SuiteCRM Advanced Export
• Export Subpanel Records
• To export the subpanel records, navigate to
  subpanel view by clicking on any of the
  particular records. Now you will be redirected
  to its subpanel view.
• Thereafter choose the records to be exported,
  click on the dropdown button in the top row of
  the configured module and select from following
  options
• Export in Excel To export the records in Excel
  or XLS format.
• Export in CSV To export the records in CSV
  format.
• Export in PDF To export the records in PDF
  format.

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• USER MANUAL SuiteCRM Advanced Export
• After choosing the option selected records will
  be exported in selected file format.

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15
Contact Us
USER MANUAL SuiteCRM Advanced Export
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Tickets

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• Send an email to support_at_appjetty.com Or you can
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  questions.

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  om/suitecrm- advanced-export.htm and click on
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Customization If you would like to customize or
discuss about additional feature for SuiteCRM
Advanced Export, please write to
sales_at_appjetty.com
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