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how can I download information on an interface

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JWalker
6 - Interface Innovator
6 - Interface Innovator

Hi,

I want to make it so it's possible to download a grid view off my Interface. Is this possible?

1 Reply 1
Mike_AutomaticN
10 - Mercury
10 - Mercury

Hey @JWalker!

If you are talking about a grid view (of a linked field) within a page of an interface (e.g. within a Record Review layout), you can achieve this by:
1. Setting the configs on the right margin, by setting the toggle on to "Allow users to export data as CSV". In order to see such option, you need to click on the outside of the grid itself -this part is kind of tricky lol. -see image below.

Mike_AutomaticN_0-1737573664411.png

2. Once the toggle is set on, three small dots will be shown on the top right corner of the grid view, and by clicking them a pop-up will allow the user to export as CSV. - see image below.

Mike_AutomaticN_1-1737573859932.png


As mentioned above, finding the right place where to click is actually the tricky part, so feel free to reach out if you cannot find it. I'd be happy to hop on a 5 minutes call to show you around!

Mike, Consultant @ Automatic Nation