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How to allow users to download records as CSV?
How to allow users to download records as CSV?

Display a button in your shared view or portal to download the records as a CSV file.

Updated over a month ago

This option is available for the Portal and Shared View extensions.

To enable this option for your extension, do the following:

  1. Go to the Tables section of your portal or shared view

  2. Click on the table

  3. View Type must be set to Grid for the Default View Settings or custom views in the Views section.

  4. In the User Actions section, enable the Download records as CSV toggle:

Once activated, your users will see a download button just above the grid view:

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