How to Export data from Editable grid {excel}

Question

I have requirement where I need to export data of the editable grid but issue here is I will be able to it in read only grid with help of parameter showexport but how to do it in editable grid.

Mike Schmitt · Answer

The "official" way of handling this would be to write that data to a data store or record. Then you could do various things, including having your button launch a Start Process (function) calling a process model that invokes an Export DSE to Excel node, generates an Excel, then pass that document ID back to the interface to show in a Download link. This requires 2 clicks (not just 1) and there is no current good work-around.

Mike Schmitt · Answer

As far as I know you'd have to use a workaround to make this work - like creating a DSE just for the record type in question (though that's a lot of work). 
 Alternatively, I actually prefer the smart services still found in the Excel Tools plug-in, such as "CDT to Excel", which is deprecated but still works fine as of my last check. With CDT to Excel, you would merely query your record type data, and use an expression rule to cast the columns of data you want into a "generic" CDT you create (you'd just create a generic CDT not linked to any table, with X number of plaintext columns), and use that within the CDT to Excel smart service node in your process. 
 It takes a little bit of setup but is very easy to use, and as a bonus, you can use a pre-formatted template Excel document (with pre-sized columns and formatted column headers with pre-enabled filtering, if you like).

Mike Schmitt · Answer

For the base template you can simply construct a blank Excel file with your columns pre-configured (and pre-named) with customized widths, formatting (i.e. make the column names bold, add background color if you want, etc), and pre-enable filtering on one, many or all columns if you want the generated file to automatically have it available. Then you configure the smart service to start its output in the second row. 
 You can't do much pre-formatting of the cells that will actually contain data, as everything in the data cells gets overwritten; but it's nice to have a friendly format instantly in your generated excel document. Hence why I've been so insistent that Appian eventually fix the Export DSE to Excel smart service (though at this point I doubt it'll ever happen).

How to Export data from Editable grid {excel}

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