Customize default export to excel record

Certified Lead Developer

Hi Champ,

I am using default export functionality of record in my interface to download data in to a excel. But when it's downloading, it's downloading columns with extra data. For example if I have a column with a text with an icon, then it's downloading text and appening the icon text as well which I don't want in my excel. I want only the text to be downloaded. Moreoever, if I want to download only few columns, then how can I customize that. I know we can build a different download icon link and can do that; but clinet is not preferring that option of custom development again.

Regards,

Ghanashyam

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  • 0
    Certified Associate Developer

    Hi  ,

    Unfortunately, Appian does not allow you to customize which columns are exported when using the default Export to Excel feature in a record list or grid. It will always export all visible columns.

    To avoid exporting the icon or extra decorations, make sure the Value of the column is strictly text.

    Alternative Method:

    1. Use a Process Model with "Export DSE to Excel" Smart Service (You need to deploy and manage the Excel Tools plug-in if not already present).
    2. Create a CDT and map all the record fields to the CDT.(The CDT structure must match your data structure.)
    3. Create a DSE.
    4. Add proper inputs and outputs to the "Export DSE to Excel" Smart Service.
    5. Trigger from an Interface(in grid) via Record Action

    Hope this Helps you!!!

Reply
  • 0
    Certified Associate Developer

    Hi  ,

    Unfortunately, Appian does not allow you to customize which columns are exported when using the default Export to Excel feature in a record list or grid. It will always export all visible columns.

    To avoid exporting the icon or extra decorations, make sure the Value of the column is strictly text.

    Alternative Method:

    1. Use a Process Model with "Export DSE to Excel" Smart Service (You need to deploy and manage the Excel Tools plug-in if not already present).
    2. Create a CDT and map all the record fields to the CDT.(The CDT structure must match your data structure.)
    3. Create a DSE.
    4. Add proper inputs and outputs to the "Export DSE to Excel" Smart Service.
    5. Trigger from an Interface(in grid) via Record Action

    Hope this Helps you!!!

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