Skip to main content
S
sirishar0001
February 19, 2024
Question

Export record data to csv

  • February 19, 2024
  • 4 replies
  • 0 views

Hello,

Relatively new to Appian. I am wondering is there a way to programmatically / automatically export record data to an excel in csv format? I know there is the out of the box export link/button on record type, but that is a manual process. We want something that happens automatically.

Thank you

    4 replies

    stefanhelzle0001
    stefanhelzle0001
    February 19, 2024

    Just build a scheduled process that makes use of the this service: https://docs.appian.com/suite/help/23.4/Export_To_CSV_Smart_Service.html

    S
    sirishar0001Author
    February 19, 2024

    But this smart service requires a data store entity correct? Not an appian record type?

    karumurua531442
    karumurua531442
    February 20, 2024

    hi [mention:7b6415c4bcf746d681348bc1be4e1a39:e9ed411860ed4f2ba0265705b8793d05] still you can create a cdt for it. publish it in datastore and create datastore entity for it and use it export  data store entity to csv. since we cannot pass record type into smart service, there is always a alternative approach 

    Terms & ConditionsAccessibility statement