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How to adding a clickable link for excel export using generic inquiry. It should be same report export.

  • 18 May 2021
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How to adding a clickable link for excel export using generic inquiry. It should be same report export.

 

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Best answer by Gabriel Michaud 18 May 2021, 22:51

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Hi @divyang,

Inquiries exported from Acumatica do not include any hyperlinks. You can add one manually with the =HYPERLINK() function in Excel afterward. The URL looks like that: https://demo.velixo.com/Main?CompanyID=Company&ScreenId=CR306000&CaseCD=000123. The only annoyance will be the login prompt that you see because of an interplay between Acumatica and WebDav -- see here for an explanation and a solution. 

If you need easier ability to refresh this spreadsheet directly from Excel you could consider a tool like Velixo which adds a =GI() function to Excel to let you access a GI directly from a cell. I created a quick sample with the link, here’s how it looks:

Video: https://recordit.co/BT4c271nSj

 

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