I have a customer order table that includes, customer name, order date, order… etc. I am aware that I can create a CSV file with the fields explicitly shown, however, I would like to create a CSV file just with the customer contact details, name, email, etc which is currently set up as an expanded record field.
I need to know how to create a CSV record of the customer details only.
I hope that is clear! Thanks
To export a different set of fields to a CSV file, you can create a new view with just those fields.
If you need to include data from a linked record, you can bring that information over using lookup or rollup fields.
If this doesn’t answer your question, could you please provide an example and screen shots?