Question
Wipro Ltd
AU
Posted: Apr 26, 2019
Last activity: Jun 14, 2019
Last activity: 14 Jun 2019 12:04 EDT
Closed
How to generate excel file and send email as attachment?
Hi All,
I have required to create excel file from case data and want to send email as attachment. Please share if any solution.
Thanks,
Saikhom
***Edited by Moderator: Pallavi to update platform capability tags***
Posted: 4 years ago
Incessant Technologies
IN
Hi SaiKhom,
Show More
Hi SaiKhom,
To Generate Excel from the Case Data:
---------------------------------------
Export the data to Excel we have written one activity with "Call Rule-Obj-Report-Definition.pxRetrieveReportData" to retrieve values from report definition to which we passed ReportName and className and the second method is "Call pzViewExportToExcel " to which PageName.pyReportDefinition passed as step page and this activity working fine for pega version 7.2
---------------------------------------
Export the data to Excel we have written one activity with "Call Rule-Obj-Report-Definition.pxRetrieveReportData" to retrieve values from report definition to which we passed ReportName and className and the second method is "Call pzViewExportToExcel " to which PageName.pyReportDefinition passed as step page and this activity working fine for pega version 7.2
We have new implementation to download Excel data in XLSX format instead XSL format.
You could use an OOTB activity "MSOGenerateExcelFile" for the same.
Refer this link, it has detailed implementation with example (Outside Pega network)
Hope it helps, kindly notify if it does by marking this post as answered.
Additionally, I have found below links which could be referred to understand more.
- Probable issue, if at all
To Attach Excel file to Mail:
---------------------------------
---------------------------------
Simple case of my task.Pre-condition:
- Page List with the data below. TempPage(code-pega-list). TempPage.pxResults() - q-w-e-r-t-y class
TempPage.pxResults(1).Test1 = "X1";
TempPage.pxResults(2).Test1 ="X2";
TempPage.pxResults(3).Test1 ="X3".
===================================================
My solution:1. To create a new activity AttachExcelToMail.2 To create HTML rule GenerateExcelStructure with the content below:
===========================================================
<html><body>
<table border="1"><tr><th>Test1</th>
</tr>
<pega:forEach name="TempPage.pxResults"><pega:withEmbedded name="$THIS"><tr><%
String Test1= tools.getStepPage().getString("Test1"); tools.appendString("<td wrap>" + Test1+ "</td>"); %></tr></pega:withEmbedded>
</pega:forEach></table></body></html>
========================================================
Activity AttachExcelToMail.
1. Property-set-HTLM.
param.pyFileData = "GenerateExcelStructure"
2. Java
String strFileData = getParameterValue("pyFileData");//getPrimaryPage().getValue("pySrc");
Page objHeadersPage = getProperty("pxRequestor.pyHTTPResponseHeaders").getAsPage();
if (objHeadersPage.isBound())
{
objHeadersPage.setValue("contentType" ,"application/vnd.ms-excel");
sendData("", strFileData);
}
else
{
sendData("","Error. Can't get \"pxRequestor.pyHTTPResponseHeaders\" page");
}
if (objHeadersPage.isBound())
{
objHeadersPage.setValue("contentType" ,"application/vnd.ms-excel");
sendData("", strFileData);
}
else
{
sendData("","Error. Can't get \"pxRequestor.pyHTTPResponseHeaders\" page");
}
3. Page-New AttachmentLinksOpened page (code-pega-list)
4. Property-Set - AttachmentLinksOpened.pxResults(<APPEND>).pxObjClass = 'Data-WorkAttach-File'
- AttachmentLinksOpened.pxResults(<LAST>).pyAttachStream = PegaFunction Base64Encode(param.strFileData).
5. Page-New AttachmentPage ( Data-EmailAttachments)
6. Property-Set
- AttachmentPage.pyAttachment(<APPEND>).pyDecode == True
- AttachmentPage.pyAttachment(<APPEND>).pyName == "ExportReport.xls"
- AttachmentPage.pyAttachment(<APPEND>).pyReference == AttachmentLinksOpened.pxResults(1).pyAttachStream
- AttachmentPage.pyAttachment(<APPEND>).pyRemoveXML == False
If you have any comments please let me know.
Hope this article help you.
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Posted: 4 years ago
Bank of America
IN
Hi
I tried similar steps as above . Getting XLSX attachment but corrupted file . (Not able to open)