I need an Export to Excel button to get an Excel file from the data in a grid (getting a report). I have tried to do it from different perspectives:
-I've tried to do it using CDTs (using the respective Smart Service tools Appian offers) wether it was in an Interface (in order to be able to download it there and then) or in the Process Modeler
-I've also tried the SQL to Excel plug in node (due to the data being the output of a stored procedure), once again in the Process Modeler (as far as I'm concerned, I haven't found a function with the same goal.
The closest I got was with the first option, but due to the changing nature of the project I am at the moment, the CDT I was using soon became obsolete and since then I've been trying to get around using one again without success.
P.D.: I'm using Appian Community Edition due to not really knowing the advantages of becoming an Appian partner/customer.
Thanks for your time,
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Which version of Appian you are using. Appian latest version have an out of the box export functionality for record grids, you can use this to achieve your use case. To do this
You can also see helpful information here
I also have that possibility, but given that we are using stored procedures to update the database we have (it's external), I found problems trying to do so
What is the issue with export datastore entity to excel smart service?
The interface I'm creating will be used for reporting (obtaining Excel files from different reports made from SQL queries). That means, the grid to export will not always have the same number or types of variables, and I don't know how to perform in that scenario.
And with that, the only way I know to download the Excel file once created is with a download link in an Interface, but if I want to do it all on an Interface, I'd need to click different buttons as more than one smart service cannot be assigned to the same button (I was cleaning the Data Store Entity so it could be rewritten and only the data grid would be exported, writing to the empty Data Store Entity and Exporting the Data Store Entity to Excel)
To execute more than one smart service, you put these into a process and start it from the UI. Make sure to chain all nodes, then you get the process variables returned.
I didn't know it could be done. Now that I know it's great, but I'd still need to solve the Custom Data Type problem. As the grids are different depending on the report, I'd need to "adapt" the CDT and the Data Store Entity I'm writing to
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