In CF4 Basic XLS Export you could put {fieldname} in the file name to include data in the filename (such as identifying the group the records apply to.
In CF5, the XLS Export, there's no instruction on how to customise the filename with live data to make the "generated file name".
Is that possible?
Is there also a way to improve the process so as to not have Excel spit the dummy on the file format not matching?
You can over-ride a configuration setting using Custom Code before the action - see this post For the file name use $form->actions_config[??]["file_name"] replacing ?? with the action number.
You can also use a CSV export which can be imported into a spreadsheet - or the Google Sheets save.
Bob
ChronoForms technical support If you'd like to buy me a coffee or two, thank you very much
In CF5, the XLS Export, there's no instruction on how to customise the filename with live data to make the "generated file name".
Is that possible?
Is there also a way to improve the process so as to not have Excel spit the dummy on the file format not matching?
You can over-ride a configuration setting using Custom Code before the action - see this post For the file name use $form->actions_config[??]["file_name"] replacing ?? with the action number.
You can also use a CSV export which can be imported into a spreadsheet - or the Google Sheets save.
Bob
If you'd like to buy me a coffee or two, thank you very much