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February 16, 2026
Question

Link to Summary in Excel

  • February 16, 2026
  • 4 replies
  • 0 views

I am using the Export SQL To Excel smart service (plug-in) and need to have a link to the summary view in the excel sheet generated by the smart service for all the respective values in the "Record ID" column. How to implement this?

    4 replies

    shubhama926776
    February 17, 2026

    Prepare Excel template with =HYPERLINK("https://yoursite.appian.com/suite/record/[RecordType]?id="&A2, "Record Id") in Record Id column.
    Set Excel_base_template input to this file; SQL populates Record Ids into formula refs, creating clickable summary links.

    harshas2775
    February 17, 2026

    Work with Excel formula in the base template and function HYPERLINK , so that it converts the record id sent from smart service into a link within the excel. Using this template when smart service executes the generated file will have the summary view links for each data row

    adityag9712
    February 17, 2026

    Both the answers are correct, just you can do a small things as well, Save the url itself in the table, once you export the table url also get export also like =HYPERLINK("url","display_text")

    April 1, 2026

    Hey everyone, I'm wrestling with the Export SQL To Excel smart service. I'm trying to create links in the generated Excel sheet, specifically from the "Record ID" column to a summary view. Think of it like needing a shortcut – just like finding the right word in Wordle Unlimited but for database records. Any clever ideas on how to implement this linking functionality within the smart service? Thanks in advance!