Incorporate Export Functionality in New Self Service Portal

By | December 3, 2019

We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.

This blog is in continuation of our previous blog wherein we have explained how to incorporate Case filter screen/Case search screen in new Self Service Portal. Below is the link for your reference.

Related Post: Incorporate Case filter screen in Self Service portal

With the help of custom search screen, customers can easily filter out relevant information based on certain criteria which will help them to save their time.

I was just wondering what if someone wants to share this information with others or someone wants to download/export this information in excel? Since carrying data via exports has been an integral part of any business requirement.

Hence I decided to extend this customization further and incorporate Export functionality in order to tackle this situation. By using key elements of Sage CRM and classic ASP API, we have successfully incorporated this feature in new Self Service Portal. Refer below screenshot where I have highlighted “Export to Excel” button in red.

Export to Excel button on Self Service Portal
Export to Excel button on Self Service Portal

Clicking on this button will download the data in excel sheet as per applied filter criteria.

Data imported in Excel file
Data imported in Excel file

In this way, you can fetch the data in an Excel file using Export functionality.

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