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shreekrit518231
January 7, 2025
Question

Overwriting Formatted Excel Temp While Generating Excel by Export Data from Data store entities smart service.

  • January 7, 2025
  • 12 replies
  • 0 views

Hi Appian Community,

I am using Export Data Store Entity to Excel Smart Service to export DSE data in excel format using formatted template,

Issue is it is overwriting the template, and suppose two user requested to generate excel, so excel doc generated has overwritten the previous users data.

This issue would be fixed in case this smart service generate new doc every time using formatted template.

is there any way we can fix this issue?,

Please help what to do in this scenario.

Thanks in Advance.

Shree Krishna Tiwari 

 

  

 

12 replies

S
shreekrit518231Author
January 7, 2025

Someone Please guide me how i can create duplicate copy of formatted excel Template?

Thinking to generate a duplicate/copy of existing template and passing that document to update the details in new doc?    

mikes0011
mikes0011
Brainy
January 7, 2025

Unfortunately that's how the Export Excel to DSE smart service works.

To clarify on one bit: it does NOT "overwrite a template" because it does not accept a "template".  What you're doing is having it update an existing document (the closest you can get with this node), and as you've found, it completely overwrites all formatting etc.

If you need to use a base template (which is something I always require for customer-facing exports also), the best you're going to be able to get is to use the Excel Tools plug-in and use the (deprecated, but still working) "CDT to Excel" node.

    R
    rajagopalanj
    Participating Frequently
    May 9, 2025

    hi [mention:b45a4f6a20b14a008e4e0ec732a8bf98:e9ed411860ed4f2ba0265705b8793d05] 

    This is very helpful and thanks for the same.  Is it considered 'okay' to use deprecated plugins ?  Do you know if Appian is working on fixing this perhaps ?

    mathieud0001
    mathieud0001
    May 10, 2025

    A lot of people still use it. I wouldn't recommend it for new applications personally. I don't think Appian is working on fixing this as it has been an issue for a long time (as you can see from Mike's link [emoticon:98f842990f454422aa6a04953955f9d9])

    Personally, the current supported way is to have the user export the data in a way that they can feed their formatted template making it a 2 step process.

    For a more robust way of doing this, I would look at perhaps leveraging Microsoft Graph API to do this:

    https://learn.microsoft.com/en-us/graph/api/resources/excel?view=graph-rest-1.0

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