Link to Summary in Excel

RE: Link to Summary in Excel

margarev017327 — Wed, 01 Apr 2026 04:33:10 GMT

Hey everyone, I'm wrestling with the Export SQL To Excel smart service. I'm trying to create links in the generated Excel sheet, specifically from the "Record ID" column to a summary view. Think of it like needing a shortcut – just like finding the right word in Wordle Unlimited but for database records. Any clever ideas on how to implement this linking functionality within the smart service? Thanks in advance!

RE: Link to Summary in Excel

aditya007 — Tue, 17 Feb 2026 20:26:25 GMT

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")

RE: Link to Summary in Excel

Harsha Sharma — Tue, 17 Feb 2026 08:55:24 GMT

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

RE: Link to Summary in Excel

Shubham Aware — Tue, 17 Feb 2026 05:51:44 GMT

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.