How to export workpage data to excel into "Files & documents" section?
HI, As title ,I would like to ask how to export workpage data to an Excel file and let it show into "Files & documents" section.
> Here is the requirement:
1.There has a button named "Export" in a case edit UI.
2.When you click on it , it going to export a Excel file with some data which form workpage.
3.Users can download the Excel file that created from Step.2 anytime(not download when click)
As the first step to complete the requirement ,I think maybe I could at least to create an Excel file and download it. but I filed it.
> Here is what I have tried:
Create a Activity and used "Call MSOGenerateExcelFile" ,but it even can't be download. Add a Click event in the button which named "Export".
And add a "Refresh this section" Action set in the event with a Activity.
the Activity is setting with "Call MSOGenerateExcelFile" ,and also create a Excel temp in "Binary File" that fit the settings in Activity. > What happened in the UI.
In the launch UI ,it nothing happened when I click on the "Export" button at first time.
and when I click on it second time ,it started to keep loading until I click refresh the page(in browser).
HI, As title ,I would like to ask how to export workpage data to an Excel file and let it show into "Files & documents" section.
> Here is the requirement:
1.There has a button named "Export" in a case edit UI.
2.When you click on it , it going to export a Excel file with some data which form workpage.
3.Users can download the Excel file that created from Step.2 anytime(not download when click)
As the first step to complete the requirement ,I think maybe I could at least to create an Excel file and download it. but I filed it.
> Here is what I have tried:
Create a Activity and used "Call MSOGenerateExcelFile" ,but it even can't be download. Add a Click event in the button which named "Export".
And add a "Refresh this section" Action set in the event with a Activity.
the Activity is setting with "Call MSOGenerateExcelFile" ,and also create a Excel temp in "Binary File" that fit the settings in Activity. > What happened in the UI.
In the launch UI ,it nothing happened when I click on the "Export" button at first time.
and when I click on it second time ,it started to keep loading until I click refresh the page(in browser).
Please let me know what I have done wrong , or if there is any better way to complete the requirement. Thans and best regards.
Maantic Inc.
IN
Hi @Paddy
Can you please try if instead of using a "Refresh this section" action using a "Öpen url in window" action works? Use your activity only and pass the Window name as "_self".
株式会社 アイシン
JP
Thank you for replying my question.
I tried it by your advice ,and here is the error message.
best regards.
株式会社 アイシン
JP
@Tanay Kumar Bal Hi ! Thanks for replying. After that I resolve the problem. It's seems like related with the settings of "content storage", I set it to "Store in Pega database" and it's fixed! and also I found the other way to complete the requirement. the requirement is accept to Excel or Word file both, so I use "pxGenerateAndAttachDocument" Activity to make a word document in the case. Thank you for helping me and best regards. :)