Question
HCL Technologies
IN
Last activity: 23 Nov 2022 3:23 EST
Values are not displaying in exported excel sheet in mail
Used MSOGenerateExcelFile with binary file in activity .
Please help with what parameters need to add and called SendEmailwithAttachment . Excel is getting downloaded and able to view values but in the mail the excel sheet doesn't have any values. TempAttachment is Data-EmailAttachments class
***Edited by Moderator Marije to add Capability tags***
Accepted Solution
Updated: 23 Nov 2022 3:23 EST
Pegasystems Inc.
GB
I found out that Documentation clarified for pxGenerateExcelFile with template values
Please see the suggested parameters in the 8.5 documentation Activities for integrating cases with Excel documents
Please also check the limitations of that activity in the documentation.
Also please verify : issues with the content of the file could occur if the data types you are trying to send as attachments to the case are considered invalid or of an invalid format type. Also check if types set a pyCategory when being added as an attachment.
There is also a suggestion in this post.
I suggest that you log a support incident for this if you require further help with this. Please provide the INC reference here to help us track it.
Pegasystems Inc.
GB
@kugha are you using the steps outlined in a similar question posted here?
Which activity are you using to send an email? Could you also please share the details of the main activity.
The activity MSOGenerateExcelFile has limitations, eg it does not support exporting values stored in a numerical (decimal or integer) property .
The values are stored as text on the clipboard causing Excel to override any formatting specified in the template. The reported behavior is expected behavior in pega 7.3.1 and an enhancement FDBK-11436 was logged at the time, and then it was resolved in 8.3 but needed the patch in 8.3 so that the scnenario would work.
Please upgrade to the latest Pega 8.x version to have this working functionality.
If your issue is related to numbers, please disable background error checking in the excel and convert the column to number in the excel level ie manually edit the columns in Excel to configure them as decimals in a quick manner by selecting the column with values to be updated, going to "Text to Columns" option and selecting the default options on the wizard.
@kugha are you using the steps outlined in a similar question posted here?
Which activity are you using to send an email? Could you also please share the details of the main activity.
The activity MSOGenerateExcelFile has limitations, eg it does not support exporting values stored in a numerical (decimal or integer) property .
The values are stored as text on the clipboard causing Excel to override any formatting specified in the template. The reported behavior is expected behavior in pega 7.3.1 and an enhancement FDBK-11436 was logged at the time, and then it was resolved in 8.3 but needed the patch in 8.3 so that the scnenario would work.
Please upgrade to the latest Pega 8.x version to have this working functionality.
If your issue is related to numbers, please disable background error checking in the excel and convert the column to number in the excel level ie manually edit the columns in Excel to configure them as decimals in a quick manner by selecting the column with values to be updated, going to "Text to Columns" option and selecting the default options on the wizard.
Is there any reason why you are not pxGenerateExcelfile? Could you try following the Activities for integrating cases with Excel documentation?
Updated: 20 Oct 2022 6:13 EDT
HCL Technologies
IN
@MarijeSchillern im using SendEailwithAllAttachments for sending mail.
Could you please let me know what parameters need to pass if i use pxGenerateExcelfile , when i use this OOTB excel file doesn't have any values.
Im using Pega8.1 v
Accepted Solution
Updated: 23 Nov 2022 3:23 EST
Pegasystems Inc.
GB
I found out that Documentation clarified for pxGenerateExcelFile with template values
Please see the suggested parameters in the 8.5 documentation Activities for integrating cases with Excel documents
Please also check the limitations of that activity in the documentation.
Also please verify : issues with the content of the file could occur if the data types you are trying to send as attachments to the case are considered invalid or of an invalid format type. Also check if types set a pyCategory when being added as an attachment.
There is also a suggestion in this post.
I suggest that you log a support incident for this if you require further help with this. Please provide the INC reference here to help us track it.