Discussion
Phalanx Consultancy Limited
GB
Last activity: 19 Oct 2015 23:21 EDT
Changing the name of Export file
Hi,
Is it possible to customise the name of the file generated by the export to excel button? Currently the file name comes are default "ExportData.xls". Can the date time be dynamically embeded in the filename?
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Pegasystems Inc.
US
What are you exporting to Excel? A Report, a Data Table, or a Decision Table? Are you doing this within Designer Studio (the Developer Portal) or from the Case Manager Portal? Please elaborate on your use case.
Regards,
Henry
Pega Academy
Pegasystems Inc.
US
What version of Pega/PRPC are you using? Also, where is this button. Is it part of the requirements/specifications export to excel?
Thanks,
Bill Rathert
Phalanx Consultancy Limited
GB
I am using Pega 6.2 SP2 and am trying to export report data from a Listview using the default Export To Excel button.
Pegasystems Inc.
US
Hi Manash,
After clicking on the "Export to Excel" icon in the toolbar of the Report Viewer you are prompted with a "File Download" modal dialog box that asks, "Do you want to open or save this file?". Simply click the "Save" button on this modal dialog box and the "Save As" window then opens. Simply change the "File name:" field from "ExportData.xls" to use whatever name you would like for the new spreadsheet.
Regards,
Henry
Pega Academy
Pegasystems Inc.
US
Manash,
You can set the file name dynamically using a property. Take a look at this article: https://pdn.pega.com/reporting/how-to-produce-pdf-reports-on-a-nightly-schedule
Also, here is a forum post that might prove helpful:
eddie
Phalanx Consultancy Limited
GB
Thanks a lot for your assistance
Pegasystems Inc.
JP
An activity pzViewExcelData has fixed filename,ExportData.xls as a MIME header context (ContentDisposition: attachment;filename=ExportData.xls).
The reference seems only for PDF, but need Excel solution same as PDF.
Unless that, need to change pzViewExcelData java code, I guess. Am I right?