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How to add headers to exported Excel file?

Jose H.

I'm using the Export CDT to Excel smart service in my process model. Everything works fine, the only thing is that I can't add the headers I want. The smart service has an option to include the header, but that selects the CDT field names. Is there a way to add my own header names? 

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  • 0

    Hi Jose,

    I don't believe this is a possible with that smart service (it has actually been deprecated in the latest version of Excel Tools).

    If your CDT is a data store entity, I would recommend using the 'Export Data Store Entity to Excel' smart service that was released in Appian 18.2. With this, you can use the alias input in your a!querySelection.

    If that's not an option, you will likely need to get creative with manipulating the file after you have created it with the existing smart service. I have not attempted something like that and would likely be very messy.

    Hope that helps!

  • 0
    Certified Lead Developer
     in reply to bradc0001
    > 'Export Data Store Entity to Excel'

    For what it's worth, I've tested out this new component and I find it to be a very poor replacement for the Export CDT to Excel smart service. I still can't fathom why they felt like deprecating that, as it's the only way to accomplish certain use cases, but I digress.

    My main issue with DS to Excel is, it seems to offer no method by which to use a pre-configured template Excel file. For all customers I've worked with who do exported reports, this has always been a fairly critical feature, as it allows the pre-setting of columns with filtering etc. And the latest versions of Excel Tools (prior to the deprecation in question) even allowed the designer to designate columns to have "wrap text" enabled, which was badly needed.
  • 0 in reply to Mike Schmitt
    I agree, Mike. I don't have the same use cases you provided, however, I have used the Export CDT to Excel for CDTs that I use for only Appian process data and is not backed by a data store entity. There is no longer a way to do that.
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