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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?

Looking into PHPSpreadsheet as an alternative to get around the current issues with the XLS Export on CF5.

HI partic,

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

Thanks Bob. That should do the trick nicely.