I am using a process model to export data from the database to a spreadsheet. I am not using the export in the record type, just to be clear. When selecting the fields using the a!querySelection -> a!queryColumn, this immediately pulls the data and exports to a new spreadsheet, with no way of adding code to process it. If I have a CDT that has, for example, twenty fields, and one of those fields contains an employee ID. How can I, or is it even possible, to use an expression rule that takes an ID parameter, and outputs the actual employee name? There doesn't seem to be a path forward on this. I've looked through the process model, all the different query types, etc., but no way to pull the data, then process that data, before outputting to the spreadsheet.
Just to make sure this is clear, I already have the expression rule to process the data, I just have nowhere to do it and if there is a way to do it, I have not found it.
Any help will be greatly appreciated.
Thanks.
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One more question, how does one pass off the partially completed document to the next node? In the folder I will be using, there will be many files in this folder. Additionally, the spreadsheet will have the name of "File Name - " & now(). I'm not sure what to do in this instance or what would be a sound solution so that no collisions exist.
I think I see what you are saying, I keep forgetting about the "staged table". I'm not quite sure how that works, but I will look into it. Thank you for the help.
Again you basically create a dummy table containing only the columns you need (they could just all be text, for example), populate it on demand and then clear it back out once your document is generated.
you could build a View (join between the two tables) , use Query on the View and then export the result to a Excel
khabran said:what would be a sound solution so that no collisions exist.
sorry i missed this particular followup question until now. there should be zero need to worry about collisions. you just pass the document id of the generated document (which you save into a PV in the first node) into the subsequent node(s) as i mentioned earlier.
This wouldn't work because I don't want to show a hundred columns in the table. There are only some columns that should be viewable in the table, the rest, depending on the user, will only see all of them in the spreadsheet.
It seems as if I can't export more than 50 columns via Record Type or Process Model. I have no other choice now other than to implement the previously said solution.
When you query the view , you can use a a!querySelection(columns) to return only the specific columns in the view/table.
Also, when doing it from the view, it will not export because of the column limit.
Stewart, would you be able to give me a little more guidance regarding your solution?