Can "Excel reports builder for Creatio" to generate excel file and send email directly to specfic user in BP.
Hi all mentors,
I notice there is an app on the marketplace named "Excel reports builder for Creatio" that can generate the excel report in section page directly. Is it also okay to send the excel file in BP directly to certain users? I've tried it but failed during the setup in BP. If there is any reference information or link, please kindly share.
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Jeffrey,
That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.
Ryan
Hello,
Please note that OOTB business process element "Process file" can only generate Word reports, you can find more details about its functionality in this article:
Instead, you can use the "Generate Excel report" element that is a part of the "Excel reports builder for Creatio" app.
Please note, that only the reports with "Custom report" type and a checked "Available in process" boolean can be used in the process.
Mira Dmitruk,
Hi, Mira,
Thank you for your help, however, I can't find "Available in process" setting in the Excel report setting, that may be the reason that I can't find it inside Excel in BP. What's the reason? I'm using 8.2.1.5446 Creatio cloud version, install the excel builder app few days ago.
Jeffrey.
Jeffrey,
That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.
Ryan