1 2 Previous Next 15 Replies Latest reply on Feb 29, 2012 11:06 AM by techt

    Version 11 Save Record As Excel Not the Same as Version 9

    nickega

      My client just updated from Windows FM Server Version 9 to version 11. The client computers were also updated from version 9 to version 11. A Script Step - Save Record as Excel is not exporting the releated record information on the layout like it did in version 9. Has anyone else experienced this behavior?

        • 1. Re: Version 11 Save Record As Excel Not the Same as Version 9
          techt

          Are the clients also Windows? Do you have FMPA? Can you detect what the export is trying to export and see if the break is the update or the Save Record step?

          • 2. Re: Version 11 Save Record As Excel Not the Same as Version 9
            ariley

            How does it differ? Can you post pre/after screenshots? 

             

            Regards,

             

            Agnes Riley

            FileMaker 10 and 11 Certified Developer

             

            http://www.zerobluetech.com

            C 917 660-7221

            T 201-293-5828

             

            Member, FileMaker Business Alliance

            Member, FileMaker Technical Network

            • 3. Re: Version 11 Save Record As Excel Not the Same as Version 9
              nickega

              Thank you for your reply.

               

               

               

              Yes all clients are Windows with FM Version 11. The script is pretty simple:

               

              1.       Go to Layout

               

              2.       Sort

               

              3.       Export Record As Excel

               

               

               

              I do not have FMPA on the client’s end.

               

               

               

              Again it works fine in Version 9 but not in version 11

               

               

               

              Garry Nickerson

               

               

               

              U.S. Database

               

              413-218-8174

               

              www.usdatabase.com

              • 4. Re: Version 11 Save Record As Excel Not the Same as Version 9
                nickega

                Thank you for your reply.

                 

                 

                 

                The layout is an order form. It has a header and body. The header has related records from the Customer file

                 

                The body has the line items being ordered

                 

                 

                 

                In version 9 The Save Record as Excel included the Header Fields and the Body Fields. In version 11 I get the Body Fields only. If I move the Header Fields into the Body, the Header Fields will export.

                 

                 

                 

                Garry Nickerson

                 

                 

                 

                U.S. Database

                 

                413-218-8174

                 

                www.usdatabase.com

                • 5. Re: Version 11 Save Record As Excel Not the Same as Version 9
                  techt

                  Yep, that's pretty simple. Do you have Error Capture on? Do you get any error on your end with FMPA? Are you getting any data exported? Are you setting the output path for the excel file? Perhaps with the updates, there is now an OS rights violation when you attempt to save an export to a particular path.

                   

                  HTH,

                   

                  Tim

                  • 6. Re: Version 11 Save Record As Excel Not the Same as Version 9
                    nickega

                    These are all good thoughts. No error capture is off, No error messages during the script. I have the Excel file set to automatically open and it just contains the Body Fields no Header Fields. Version 9 had both the Header Fields and the Body Field.

                     

                     

                     

                    I think I am going to Restore the File to see if that helps. Perhaps it lost something during the upgrade to version 11.

                     

                     

                     

                    Thanks for your suggestions.

                     

                     

                     

                    Garry Nickerson

                     

                     

                     

                    U.S. Database

                     

                    413-218-8174

                     

                    www.usdatabase.com

                    • 7. Re: Version 11 Save Record As Excel Not the Same as Version 9
                      techt

                      Might not be possible. I don't know that I've ever tried to export a layout header part to Excel.

                       

                      Why save this layout as an Excel file?


                      TT

                      • 8. Re: Version 11 Save Record As Excel Not the Same as Version 9
                        nickega

                        Yes it was all working fine in Version 9. The file is used as a flat file for integrating the order info with an accounting system.

                         

                         

                         

                        Thanks for your help. I am going to restore the file on the server to see if that helps. It may be an index thing.

                         

                         

                         

                        Garry Nickerson

                         

                         

                         

                        U.S. Database

                         

                        413-218-8174

                         

                        www.usdatabase.com

                        • 9. Re: Version 11 Save Record As Excel Not the Same as Version 9
                          beverly

                          Are there unusual characters in the table and/or field name(s)?

                           

                          Is there a permission set that prevents the related data from exporting?

                           

                          Is it the switch from .xls to .xlsx that has caused problems for some OS's?

                           

                          -- sent from my iPhone4 --

                          Beverly Voth

                          --

                          • 10. Re: Version 11 Save Record As Excel Not the Same as Version 9
                            Stephen Huston

                            Some additional thoughts:

                             

                            When you want the layout contents, Save Records as Excel may be better than Export (to Excel).

                             

                            Exporting relies on the Export order defined in the script, and this can get out of whack if you add or delete a field to the base table from which you exporting, requiring that the Export order be reset manually.

                             

                            Save Records as Excel uses the fields on the current layout for the "export" without a specified Export Order for fields. This can also become problematic with subsummaries, especially if there is no Body part.

                             

                            If you ahven't gotten it solved with what you've got so far, give us more details about the layout from which you are running this, and whether you are actually Exporting with a set field order or using Save as Excel. Subsummaries require proper sorting in either case.

                            • 11. Re: Version 11 Save Record As Excel Not the Same as Version 9
                              nickega

                              Hi Beverly,

                               

                               

                               

                              Thanks for the reply. We’ve tried both .XLSX and .XLS with the same result. It works when I connect to the server with Version 9 but does not work when I connect with version 11.

                               

                               

                               

                              The layout is an order form. It has a header and body. The header has related records from the Customer file

                               

                              The body has the line items being ordered.

                               

                               

                               

                              In version 9 The Save Record as Excel included the Header Fields and the Body Fields. In version 11 I get the Body Fields only. If I move the Header Fields into the Body, the Header Fields will export.

                               

                               

                               

                              I am going to Restore the file to see if the Indexes are at fault.

                               

                               

                               

                              Thanks you for your suggestions.

                               

                               

                               

                              Garry Nickerson

                               

                               

                               

                              U.S. Database

                               

                              413-218-8174

                               

                              www.usdatabase.com

                              • 12. Re: Version 11 Save Record As Excel Not the Same as Version 9
                                BruceHerbach

                                Hi,

                                 

                                Is the export being done by script?  If so check the export step and make sure all of the fiields you want to export are selected. 

                                 

                                Bruce

                                • 13. Re: Version 11 Save Record As Excel Not the Same as Version 9
                                  timwhisenant

                                  Hi,

                                   

                                  I think you will get better results with the Save Records As Excel. Like Stephen said, it works with the fields on the layout, so you don’t have to deal with field mapping.  I am on windows7 with FMPA 11, FMS11 on Win2008 R2 server and use this often with no problems. Maybe this function will be better for what they are trying to accomplish.

                                   

                                   

                                   

                                  HTH,

                                   

                                  Tim

                                  • 14. Re: Version 11 Save Record As Excel Not the Same as Version 9
                                    nickega

                                    Hi Tim,

                                     

                                     

                                     

                                    Thanks for the reply.

                                     

                                     

                                     

                                    Yes I am using Save Records As Excel script step. My client and I tracked it down to this situation:

                                     

                                     

                                     

                                    1.       When the client logs onto the server using FM9 (Windows), the script works fine…The Header Fields and Body Fields of the layout export to Excel.

                                     

                                    2.       When the client logs onto the server using FM11 v3 (Windows), the script still works, no errors, except the Fields from the Header are not included in the Spreadsheet. The Spreadsheet has just the Fields in the Body of the layout.

                                     

                                     

                                     

                                    It looks like I will need to create a new layout that has all of the fields needed be exported included in the Body of the Layout.

                                     

                                     

                                     

                                    Thank you all for your time. It is greatly appreciated.

                                     

                                     

                                     

                                    Garry

                                    1 2 Previous Next