Hello,
Relatively new to Appian. I am wondering is there a way to programmatically / automatically export record data to an excel in csv format? I know there is the out of the box export link/button on record type, but that is a manual process. We want something that happens automatically.
Thank you
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Just build a scheduled process that makes use of the this service: https://docs.appian.com/suite/help/23.4/Export_To_CSV_Smart_Service.html
But this smart service requires a data store entity correct? Not an appian record type?
hi sirishar0001 still you can create a cdt for it. publish it in datastore and create datastore entity for it and use it export data store entity to csv. since we cannot pass record type into smart service, there is always a alternative approach
Hi sirishar0001 ,
in Appian we don't have direct option to export record data to csv. You can do what Abhishek Karumuru explained above. Alternatively what you can do is you can create a cdt of same structure as record type and in the process model use export cdt to excel smart service and then convert it to CSV.