I have requirement to export a view to excel such that one of the fields (request ID) should be having a hyperLink to Appian record. Data to be exported is stored in a view. How can I achieve this in Appian?
Note: We need to send the exported excel via email every week.
Thanks in Advance.
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Yes you can achieve it, create a view or table with your data. Map that into your record. Create a grid using that record. You can add link to request id in that grid. There will be an option to export data from grid. When you export to excel the hyperlink will be also downloaded into your excel sheet.
Thanks for your quick reponse.Yes, this we have done. But we need to send the exported excel via email every week.
Maybe you need to construct a hyperlink with SQL query as another column and use the export SQL Excel smart service to pull the data from your view, and user send email smart service to send the file via email
Have you tried the RPA options?
Currently we are not using RPA in our project.
are there any alternative approach using existing Appian or plug-in functions?
AFAIK, there is no alternate approach that would completely satisfy your requirement since the excel should be generated and sent via email.