Question

Record Type - Export to Excel

Forum|Forum|1 year ago
May 29, 2025
7 replies
0 views

Hi ,

I am using a default Export functionality of Record in an Interface , But I am facing an issue that while exporting some data is not available .

I am having a relationship in my record and some other customs fields .

Please let me know why this is happening.

Thanks in Advance

harshas2775

If you are using rich text icon or images in your grid then you should use alt text for export to work properly. Given the limited information about issue here I suggest you take a look at this documentation and if still the issue persists, explain what sort of data is missing from the export. docs.appian.com/.../Optimizing_Record_Lists_for_Export_to_Excel.html

saurabhs0003Author

Thank you for replying . I am also using relationship in my record , can I export the relationship columns as well .

And also I using dynamically to see some columns when user select to see them , so they can also be exported

harshas2775

yes relationship columns can be exported as well by configuring the record field relationship reference such as recordType!Customer.relationships.cases.fields.title

For dynamic exports as per user's selection of column, exportWhen parameter in the grid column configuration can help achieve it

Sign up

Login with SSO

Login to the community

Login with SSO