I am trying to build a custom export to excel icon which should download all the filtered records to excel. I can see a smart service i.e. write data store entity to excel but that is not useful in my case since i am using record type not cdt, hence no datastore exist in my case. Please let me know do we have any possibility to achieve this or not? I think just like data store entity there should be some feature related to record type as well but i cannot see that plugin.
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Niharika said:some feature related to record type as well but i cannot see that plugin
Hi Niharika ,
There aren't any.To reduce our (Developer) work Appian provided inbuilt export to excel for records.Why you don't want to use it?? .Working with excel in appian
We can definitely use that, but if we want to build custom feature then how to acheive that
Going with Datastore entity. Or if the dataset is large using Excel workbook in RPA ,or integrating with external provider.
hi Niharika Using a data store would make achieving your requirement easier. We have the option to build it in Appian using DSE, may I know why are you looking for plugin?
I know with DSE we can do that, but i am using record type, so how to do with that excluding the pre-built option
Hi Niharika I too have a similar requirement, our client insist not to use CDT instead record type, by any chance did you get a solution for this, please let me know it will be really helpful.
What is the functionality you are expecting?
Hi Rajarajeswari ,
I'm also have a similar requirement, I'm achieving this by following below steps.
1. Use WebApi's download CSV basic tamplate to generate the excel2. Create an expression rule inside use urlwithparameters function and pass the Webapi path, parameters names and parameters values.3. Use a!safe link function and pass label and Uri to use newly created expression rule.4. Once user click on safe link automatically excel file is downloaded.