Question

Scheduled excel attachment to email

Braj Raj singh Kushwaha

09:19 May 25, 2021

Hi Team,

I want an schedule an email weekly with a excel report as attachment that will be generated by system

I used These application to generate excel report and attach to email automatically

Excel pivot report for Creatio

Excel reports builder for Creatio

Printable attachment in email for Creatio

'Save printable' process element

Send email with attachments

But was unable to generate and attach excel to email on a scheduled process

Excel attachment is mandatory

Please suggest a work around to solve this.

Thank You in Advance

1 comments

dean parrett

15:12 May 25, 2021

Hello,

There is no way to generate the excel report since it is not piece of default functionality. The workaround to attach the excel report manually on the attachments detail and use simple process to send it. Here is the example that send attachments from account:

Other than that, it is necessary to develop custom integration that will call for endpoint of the excel report generation, get file, send it to Creatio and then the process would re-send it according to your needs.

When clicking on generate excel report, the query calls for https://yourwebsite.com/0/rest/IntExcelReportService/GetExportFiltersKey with the following parameters:

EsqString: "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"8488ded0-40f6-4167-95ca-20bccc49bfc1\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"c4ed336c-3e9b-40fe-8b82-5632476472b4\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}},\"Age\":{\"caption\":\"Age\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Age\"}},\"Email\":{\"caption\":\"Email\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Email\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}"

RecordCollection: ["c4ed336c-3e9b-40fe-8b82-5632476472b4"]

ReportId: "ec1724f7-e58e-491f-8471-0ce19b61bc02"

so it is necessary to generate the POST request to this endpoint /0/rest/IntExcelReportService/GetExportFiltersKey with similar parameters as above. As the response - you will get the file.