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Participating Frequently
November 14, 2024
Question

I want to extract the dynamically filtered read only grid data into excel

  • November 14, 2024
  • 4 replies
  • 7 views

I have a scenario where I need to extract the read-only grid data into excel.

For example,

I have a read-only grid with 5 columns. For the grid data, I have applied the "multiple drop down" field for the 3 columns and I'm filtering the data. Say, I have 1000 data in my read-only grid, out of which I have now filtered only 500 row data. Now my grid displays 500 data. How to extract these 500 row data alone into excel.

I don't use record type, (so ruling out the default export to excel option available in record type).

I want the dynamically filtered 500 rows into an excel. Please suggest how I can achieve this?

Thanks in advance!

4 replies

justinw59
Inspiring
November 14, 2024

Typically, we end up achieving this by using use docs.appian.com/.../Export_To_Excel_Smart_Service.html in a process or smart service function started by an appropriate link on your grid UI.

The Excel Tools plugin has some export capabilities as well that are useful.

Participating Frequently
November 18, 2024

I couldnt access the above doc link. It says page does not exist.

Participating Frequently
November 18, 2024

Expecting some replies for this use case. Thanks in advance!

New Participant
November 20, 2024

Hi [mention:8d4bc80a71a14828be6580c6554e32b7:e9ed411860ed4f2ba0265705b8793d05] ,

Please refer to the documentation link Export_To_Excel_Smart_Service and can be used in the process or can directly use the smart service.

Thanks