NetLoan - Export Button Customization

Overview

This article documents the process of updating the Export button on loan records to include in the export custom columns that have already been added to the loan amortization schedule.

Prerequisites

• Standard NetLoan access
• Custom columns already added to loan amortization schedule

Step-by-Step Process

1. Navigate to Customization > Scripting > Scripts.
2. Search for the NetLoan - Loan UE script. You may need to open the filters and set the Type to "All". Click "View" next to the NetLoan - Loan UE script. View full size
3. Navigate to Deployments and select the NetLoan Loan deployment. View full size
4. Navigate to Parameters and find the Export Search. Copy and paste the name of the search into the global search bar and open the search. View full size
5. Click Edit this Search. View full size
6. Add the custom fields (that have already been created on the NetLoan Schedule Line Record) to the Results tab of the search. View full size
7. Give the saved search a unique name and click Save As. View full size
8. Navigate back to the NetLoan Loan script deployment, click Edit, input the new customized saved search, and click Save. View full size

When you click Export on the loan record, the custom columns will now appear in the export. View full size