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Customize button that opens window to display excel document

Former Member
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We have created a customized tab within the CRMD_CASE application using PCUI. We added a button to the toolbar on the customized tab. We want an excel document to open in a new window that we can fill with data from the database. Any suggestions on how to do this?

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Answers (1)

Former Member
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Hi Todd,

Please go through the following links:

Please let me know if this solved your problem.

Thanks & Regards

--Vishal Sood

<b>PS: Please provide points for helpful answers</b>

Former Member
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No...has not solved the problem. We are using EP6 and PCUI generated BSP's. Everyone else seems to be using other stuff. Hummmm.... thanks for quick response. We have been searching through forums for days.

If anyone is familiar with how to do this through PCUI we would love to hear from you!

thanks!

Todd

Former Member
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There is a CRM forum for this, if you raise this issue there then you will get a better response.

Are you trying to build a custom application or this feature is already available in the application? BTW did you create a button in toolbar or added a new tab?

Former Member
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We added a custom tab and now want to put a button on the toolbar of the custom tab that will call excel and load data to it from the database. We do see that we can add a link on our main portal tab strip that calls an iview that calls a transaction on the CRM box that calls an excel form that we loaded using DOI. We think we can get this to work the way we need to, however, we were hoping to do it the other way.

Thanks for your time

Todd