How to export data from a RecordType using a link

Question

Hi, 
 Is there a way we can provide a link in an interface to download the data in an excel from a recordtype. 
 
 Thanks

Mike Schmitt · Answer

In general this implementation is pretty easy to do with a "2-click" setup -- first the user will click a button or link to generate the export file (i recommend having a button for this because buttons can use the "loading indicator" functionality to show the end user that something is processing), then after the generation is complete, offer them a Document Download Link serving the newly-generated document.

Mike Schmitt · Answer

I'm not sure what you mean. If you want to use RecordType data as the source of a Grid, you can actually enable the internal functionality to provide a one-click download from there. However, to use this you will need to accept the inherent limitations to this approach - namely that you'll have pretty little control over the formatting of the resultant export, etc. What have you tried so far? What are your specific requirements?

Sanchit Gupta (Xebia) · Answer

I suggested you one approach for the same on other post, but now since you don't want to use that OOTB export functionality, you can try what Mike has recommended. 
 One of the implementation we have done in one of our project is to provide an export to excel button at top right of the grid which kicks a process on click and uses Export DSE to Excel service to generate document, a next screen is displayed to user which shows a confirmation message that your report has been successfully generated and has two options, to download the document or to send it to the user email. Of course it requires more work to be done but is also practical.