Disable Export to Excel

  • Disable Export to Excel

    Posted by Michael Angel on January 21, 2020 at 2:30 pm
    • Michael Angel

      Member

      January 21, 2020 at 2:30 PM

      ??Hey Everyone is there a standard Duty or Privilege’s that disables the ability to export to excel like Customers?

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      Michael Angel
      Logan Consulting
      Chicago IL
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    • Kaare Boraas

      Member

      January 22, 2020 at 10:47 AM

      Michael.Ā  I think the “system user” role gives everyone access to “Open in Microsoft Office” button on the Action Pane.Ā  I don’t know which duty/privilege controls it, but you might be able to find it in there.Ā  That would turn the export off on all forms not just “Customers”.Ā  On the data entity, I believe there is a setting to enable that data entity for export via the application.Ā  That would be all or nothing for that entity not by user.

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      Kaare Boraas
      Relationship Manager
      PCL Constructors Inc.
      Edmonton AB
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    • Michael Angel

      Member

      January 22, 2020 at 11:23 AM

      That’s exactly where I found it eventually thanks ?

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      Michael Angel
      Logan Consulting
      Chicago IL
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    Michael Angel replied 5 years, 7 months ago 1 Member · 0 Replies
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