Excel Extract in mail attachment

Ajinkyashitole
Ajinkyashitole
in Integrations and extensibility

Hi,

 

I want to attach Saved view as a mail attachment and send it to clients.

 

We dont want to show other module data to them so excel add-in doesn't work.

 

So do we have any solution for that.

 

Regards,

Ajinkya S

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Answers

  • AntonMineev
    AntonMineev

    Hi @Ajinkyashitole!

     

    You can set up dynamic cell access (DCA) or other access tools for your client. Then, when using the add-in or exporting, there will be only the data you need. You can also make filters on the saved view (and hide what you do not want to show).

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