download records grid as excel

@eliav use this shared component for your requirement.

forum.appian.com/.../summary

@eliav To the best of my knowledge, following are some of the ways of accomplishing your requirement:
1. Download data subset plugin as mentioned above
2. Web API
3. Triggering a process that creates a task for the user to download the excel or send the excel as an attachment to the user's email address.

Please bear in mind that the first two approaches fail miserably if the volume of data is large but provides the user with flexibility of downloading the report in the same interface whereas the third one would be able to bear the large volumes(off-course, to some extent) but misses the flexibility of having the file downloaded on the interface itself.

I would say that you need to think about the amount of data you are trying to export and the level of flexibility the Business is convenient with and then choose an approach. I would personally recommend the third one as I see no constraints unlike we see in first and second though we miss the download option.

@eliav

Hi,

You can also have a look on

https://forum.appian.com/suite/tempo/records/item/lMBCLGOdlMUpdGVqW3dQaIKmclBmvvNEj8vu_cjb7T-5YiPr4Fu8ly5Yj1s09uenE4RYzA8zKyx7eiUhuylLnPK3ZQgCrTtHECPHd4XDRJw-WLyQw/view/summary

which is same as Kondeti Venkatarao but also compatible with 16.2 and

https://forum.appian.com/suite/tempo/records/item/lMBCLGOdlMUpdGVqW3dQaIKmclBmvvNEj8vu_cjb7T-5YiPr4Fu8ly5Yj1s09uenE4RYzA8zKyx7eiUh-mhLnP-zRWuXMAWLSh_Ffkgey8jrCr-KQ/view/summary

which will support "SQL to Excel" where you can write an SQL Query that returns rows of your grid and generate an Excel Workbook out of it.

This plug in allows to download the record list directly by a link near the grid or I should create a related action in the record view ?

@eliav

Download DataSubset plugin will allow designers to place a link on a SAIL interface which will allow users to export data as an Excel (.xlsx) download.

@eliav I would suggest having the record list in a Report in the form of a Paging Grid and then have the download link under the Paging Grid component. Alternatively, you can also build an Action which shows a grid and export the same to Excel. Personally, I wouldn't recommend the Related Action as the Export to Excel lacks context whereas a Related Action, on the contrary, becomes meaningful when it has a context. And configuring the Record List to have a link that exports the data isn't possible.

Yes, this is also our solution ...
So we have to avoid Records and use Report to create High Level flows view..

We use the Excel Tools plugin.
We have a button on our form that says "Export As Email" next to the grid which the user can select.
We pass in the data source from grid into the startProcess function which then starts a process and passes in the data source from the grid as a parameter, we then export the data into an excel spreadsheet and then email it to the process initiator.

forum.appian.com/.../Start_Process_Smart_Service.html

@benjamins thank you, but do you know if exists something usable in overview record list ?

You can't edit the existing Record List grid, but it's simply a grid of data from a given data source. Simply query the existing data source in another interface that will allow the user to export the data to excel.

You can do this as a report if they want to export.