Hi everyone i am using Creatio 8.2.2, right now i am trying to make a button be able to download an excel file when pressed,
so when i press a Tanah/Bangunan then it will download a specific custom excel file, how do i do this while utilizing a business process? i tried using Excel Report Builder while though it works on the windows it doesn't work as well on linux
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Hello,
Please note that there is no way to setup an automatic download and sending of an excel file in the system with the help of basic user tools.
However, as a workaround, you can set up a printable to include the same data that the needed dashboard does by this article. Then, create a business process and use the "Process File" element to automatically download the file with the needed list.