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Clarification on Storage of Documents Generated via Record Grid “Export to Excel”

Certified Senior Developer

Hi Team,

We have a dashboard where we display Test Cases in a read-only grid. The grid is built using the recordData() function, and we have enabled the “Export to Excel” option provided out-of-the-box. Users are able to click this option and successfully download the Excel file.

As part of our document cleanup process, we are deleting Excel documents generated within the application. Currently, we are able to identify and delete documents that are created via our custom export functionality.

However, we have a question regarding the Excel files generated through the Record Type’s inbuilt “Export to Excel” feature:

  • Are these exported Excel files stored anywhere in Appian (e.g., in Appian Documents or temporary storage)?
  • If yes, is there a way to identify and delete them as part of our cleanup process?
  • Or are these files generated on-the-fly and not persisted in Appian?

Any clarification or guidance on how Appian handles these export files would be very helpful.

Thanks in advance!

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