Hi all,
I want to extract all the data of table (multiple table) and export to excel and generate report and then email. we don't have CDT we use record type. please help me how to extract data from record type or database and export to excel, generate report & email.
What i have tried: I used Export SQL to Excel plug in with sql query and Jndi name which is my data source but it is throwing me error as "The following error was raised by the Export to Excel function: null".
Please help me to resolve this issue or if there is any other way let me know.
Thanks
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Create database view that consolidates data from multiple tables, then export it using Export Data Store Entity to Excel smart service and email the file.
Export data store entity to excel smart service won't work because we don't have Data store and data type. we have only record type.
Are you using community edition?
Create a Web API using the attached CSV Download template, which queries data from the Record Type and generates data in Excel format. Then, use the same credentials in an Integration object to consume this Web API, and parse the response body to convert the binary data into an Appian document.
How did this happen? CDTs and DS are fully supported.
You might have records until now but Just for the view create a new CDT and data store entity. Then use Export Data Store Entity to Excel. Are you facing any challenge in this?