Link to Summary in Excel

Question

I am using the Export SQL To Excel smart service (plug-in) and need to have a link to the summary view in the excel sheet generated by the smart service for all the respective values in the "Record ID" column. How to implement this?

Shubham Aware · Answer

Prepare Excel template with =HYPERLINK("https://yoursite.appian.com/suite/record/[RecordType]?id="&A2, "Record Id") in Record Id column. Set Excel_base_template input to this file; SQL populates Record Ids into formula refs, creating clickable summary links.

Harsha Sharma · Answer

Work with Excel formula in the base template and function HYPERLINK , so that it converts the record id sent from smart service into a link within the excel. Using this template when smart service executes the generated file will have the summary view links for each data row

aditya007 · Answer

Both the answers are correct, just you can do a small things as well, Save the url itself in the table, once you export the table url also get export also like =HYPERLINK("url","display_text")