Hi
Is there a way to use the Export Data Store entity to excel to pick an existing excel template and update few cells with data and create a new excel document with the updated info.
When I tried documentName and documentToUpdate it gives below error
documentName:"TRS"&"_"&now(), documentToUpdate: cons!IC_DOP_CONS_POINTER_Trades_Sheet_Template, saveInFolder: cons!IC_DOP_CONS_POINTER_DOCUMENTS_FOLDER, onSuccess: a!save( local!exportDocId, fv!newDocument ),
An error occurred while executing a smart service: Select either new document name, or a document to update if you want to access an existing document (APNX-1-4505-008)
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Hi deepthim0001
Can you try by leaving the documentName as blank because the error clearly says either new documentName or documentToUpdate should be given but not both.
Thanks,
Anju
We need to create a new document with the changes instead of updating the existing document. Will this work without the new documentName. I am trying use an excel file which exists and edit the file and create a new file after updating. I need to use the original copy for new cases later on so can't modify the original one.
AFAIK, its not possible creating a new document with the changes all it does is creating a new version for the existing document. Same has been mentioned in the documentation too. Please have a look at the below link.
https://docs.appian.com/suite/help/20.2/Export_To_Excel_Smart_Service.html