Can I create a button in Forest & Trees that will prompt the user for a file name and export a view to Excel using that file name?

Document ID : KB000055688
Last Modified Date : 14/02/2018
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Yes. Create a view of type "Button" and Interface "Formula". Use the following as the formula:

     Dim filePath, fullfilePath, first_path, last_path as Text
     filePath := Dialog('What would you like to name the file?')
     first_path:='C:\fts\'
     last_path:='.xls'
     fullfilePath := first_path||filePath||last_path
     View('Export', 'Expenses', 'Excel 4', fullfilePath)

This will export the view "Expenses" into an Excel filename of the users choosing and place the file in the C:\fts directory. To change the location of the file, change the variable first_path:=. To change the View that is being exported, change 'Expenses' on the last line of the formula.