Selecting Fields to Export to Excel With the .NET Interface Editor

For a given Coveo .NET Front-End search interface, you can select which fields are included in the file created when end-users transfer search results to a Microsoft Excel file using the Export to Excel function (see Exporting Search Results to Microsoft Excel in a .NET Search Interface).

To select fields to export to Excel with the .NET Interface Editor

1. Access the Coveo .NET Front-End Interface Editor (see Opening the .NET Interface Editor).

2. Select the Search interfaces tab.

3. On the menu, in the Current Interface drop-down list, select the search interface for which you want to make changes.

4. First ensure that the Export to Excel function is enabled for this interface:

   1. On the menu, select Features.

   2. In the navigation panel on the left, select Options.

   3. Under Result List, select the Enable exporting to Microsoft Excel check box.

   4. Optionally, also select the Enable Microsoft Excel XML data source inside the query link box check box to be able to dynamically link search results to an Excel file from the query link dialogue box (see Viewing the Extended Underlying Query).

   5. Click Apply.

5. On the menu, select Fields.

6. In the navigation panel on the left, select Export to Excel Fields.

   

7. To exclude fields from the exported Excel files:

   1. Under Fields to Display in the Export to Excel File, select the check box of one or more fields that you want to remove.

   2. Click Delete.

   3. Click Yes at the confirmation prompt.

8. To add fields to include in the exported Excel files:

   • To include an existing field, under Built-in Fields, click one of the available Add "[Field_Name]" links.

     OR

   • To add a new field, click Add New, and then under Edit Export to Excel Field:

     

     1. In the Title box, enter the label that you want for this field. Use the button to open the dialog box where you can set the label for all supported languages.

     2. In the Field to Display drop-down list, select the desired field.

     3. Select the Display as a Link check box when you want the field to be an hyperlink in the Excel file.

     4. Click OK.

9. Optionally, select the Include document real path in the exported fields check box to include the path to the documents in the Excel files.