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I have a custom link titled Download on my Contacts page layout that when clicked currently takes me to the Export Report page with standard buttons Export and Done. I used the URL content source /00Oi0000002vZ5W?csvsetup=1 for the custom link to achieve this.

Page I would like skipped

Now, instead of going to this page, I want the link to directly download the report in one click, just as clicking on standard Export button does. The URL doesn't change when Export is clicked, so I don't know how to achieve this with the URL method.

If URL is not possible, how can I do this using some other method, like OnClick JavaScript?

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Try using ?export=1&enc=UTF-8&xf=xls for the query string.

e.g. /00Oi0000002vZ5W?export=1&enc=UTF-8&xf=xls

You might want to change &enc=UTF-8 with &enc=ISO-8859-1 depending on the file encoding you want.

You can also get a CSV by changing the xf parameter to &xf=csv.

In a custom button or link using window.open will prevent the current browser window being redirected.

window.open('/00Oi0000002vZ5W?export=1&enc=UTF-8&xf=xls');

Javascript to download report in Excel format

| improve this answer | |
  • Thanks, Daniel. It works fine. However, I'd also like to return to the same page (which is a contact record) or remain on the same page after the custom link is clicked. I tried /00Oi0000002vZ5W?export=1&enc=ISO-8859-1&xf=xls&retURL=%2F003i000000Bswj8 but nothing works - the blank page opens and the user has to manually click the back button on the browser to get back to the contact record where the custom download link is. – Rosh Jul 4 '13 at 2:35
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    Try using Javascript to open the link in a new window. I think most browsers will pull the file down and then close the window. – Daniel Ballinger Jul 4 '13 at 2:46
  • Could you please type out the JavaScript code? I'm new to this and therefore don't have a clue. – Rosh Jul 4 '13 at 3:04
  • Brilliant, thank you very much. Exactly what I wanted. – Rosh Jul 5 '13 at 8:51

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