How can I allow customers to export product data from the web?

Customer Self Service allows for a export wizard that allows authenticated web users to export product data from the website. 

Overview of Functionality

In a B2B environment, your customers may require product data from your website in a CSV format. Customer Self Service allows the set up of a wizard that will allow for the export of product data from the website. This data includes the customers price based on all the ERP pricing rules. The export runs as a wizard and additionally allows the customer to save the profile for ease of future running.

An export process might look like this:

Step 1 - Select the Catalogue:

Step 2 - Select the Categories:

Step 3 - Select the fields:

Step 5 - Select the order of the fields:

Step 6: Enter the destination and also save the report profile:

The report will then generate in the background and email the user once complete. The user can see the progress of the report and also collect the CSV file from the export home page:

Pre-Requisites:

Your website must be on Version 3.65 or above for this functionality. 

Step-by-step guide to enable this functionality

1. Log in as an administrator 
2. Go to Settings
3. On the General Tab - 
   1. Turn on "PDF Catalogue Export Module Enabled"
   2. Set the "Json Field Group For Pdf Catalogue Export Template" to the name of the field group for the fields that can be exported
   3. Set the "Export Catalogue Wizard Completed Template" to the name of the template for the email that goes to the user
   4. Set the "PDF Conversion Routine"  to "ExpertPDF"
   5. Set the "Export Catalogue Wizard Step1 Template"  to the template for step 1
   6. Set the "Export Catalogue Wizard Step2 Template"  to the template for step 2 (optional)
   7. Set the "Export Catalogue Wizard Step3 Template"  to the template for step 3 (optional)
   8. Set "Price List Report Allowed File Types" to "csv"
   9. Set "Pdf Catalogue Export Price List Base Template Csv"  to the template for the export base
4. Set up a new menu item for with the following options selected:
   1. Pagename = pdfcatalogueexportwizard.aspx
   2. Parameter = CatalogueReportMode=PriceList

Templates that need to be set up

Pdf Catalogue Export Price List Base Template Csv (step 3g)

Type: CSV Catalogue Export

Code:

{PdfCatalogueExportPriceListBaseTemplateCsvHeader}
<!--CSSREPEAT:PDFCatalogue--><!--CSSREPEAT:PDFCatalogue.Products-->{PdfCatalogueExportPriceListBaseTemplateCsv}
<!--CSSENDREPEAT:PDFCatalogue.Products--><!--CSSENDREPEAT:PDFCatalogue-->

Export Catalogue Wizard Step1 Template

Type: Page

Use: Used to display the list of reports and to select the first step of the wizard

<a href="#" onclick="var o = getElementById('dTemplateReports'); if (o) { o.style.display = 'block';}">View my created reports</a>                      
<div id="dTemplateReports" style="display:none;">                          
[TemplateUtil.Subtemplate("PDFCatalogeReportList")]                                          
</div>

Subtemplate PDFCatalogeReportList: 

<style>
#ReportQueueTable td {
    padding:5px;
}
</style>
<p>PDF Catalogue Exports</p>
<input name="postfunction" type="hidden" value="reportqueuedelete" />
<input name="postvalue" id="postvalue" type="hidden" value="reportqueuedeleteid" />
<table id="ReportQueueTable">
    <!--CSSREPEAT:CVReportQueue-->
    <tr>
	<td>[CVReportQueue.RequestedDateTime]</td>
	<td>[CVReportQueue.Status]</td>
	<td>[TemplateUtil.GetReportOutputIFrameHtml("[CVReportQueue.RequestID]")]</td>
	<td><input type="submit" text="Delete" value="Delete" onclick="var o = getElementById('postvalue'); if (o) { o.value = '[CVReportQueue.RequestID]';} return true;" /></td>
    </tr>
    <!--CSSENDREPEAT:CVREPORTQUEUE-->
</table>

Export Catalogue Wizard Step2 Template

Type: Page

Use: Used to display the information at the top of Step 2 (category selection)

Export Catalogue Wizard Step3 Template

Type: Page

Use: Used to display the information at the top of Step 3 

Export Catalogue Wizard Completed Template

Type: Email

Use: Used to display the contents of the email that goes to the user

<table width="949" class="MainPanel" border="0">
    <tbody>
        <tr>
            <td colspan="2">
                <a href="/home.aspx">
                    <img border="0" src="images/templateimages/companylogo.jpg">
                </a>
            </td>
        </tr>
        <tr>
            <td colspan="2">
                &nbsp;
            </td>
        </tr>
        <tr>
            <td colspan="2">
                <h3 class="auto-style1">You Electronic Price is ready to download</h3>
            </td>
        </tr>
            
        <tr>
            <td colspan="2">
                <p>You have recently requested a report via our Website.</p>
            </td>
        </tr>
        <tr>
            <td colspan="2">
                <p><a href="{0}">Click Here</a> to download your Electronic Price Book</p>
            </td>
        </tr>            
        <tr>
            <td colspan="2">
                <br>
                <div id="DeliveryInfoContainer">
                    We appreciate your business, <br>
                    XXX Company
                </div>
            </td>            
        </tr>
    </tbody>
</table>

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