Hello,
Let's see if this is possible, I have a record type with a list in an interface showing the download in excel button.
Once per day, on an auto-launched process, I need to send the excel generated to an email address, and also send the file through an FTP directory once per day.
There is any way to generate the excel inside a process and work with it? If not, there is any workaround?
Thank you!
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This specific functionality is not available as a smart service. But there are plenty other options to export to Excel.
The record type helps me because of the relationship with other data bases.
How can I export concrete columns od data from diferent databases to an excel file like the list I have in the record type?
I understand. I do not know of a way to directly export record data into an Excel. In case a CSV file is good enough, you could create that file manually using data queried using a!queryRecordType().