Hello!
I got a business need to send the users dashboard in xls format according to the schedule.
How can i do that using BPMN functional in Creatio?
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Hello!
We have consulted with the product owners of this feature and we are certain that this task can only be achieved by the means of development.
Also, we have created a request for our developers in order to bring this functionality in future releases.
Thank you for this suggestion, this helps to make our product better!
In the meantime, as a workaround, we recommend creating a Word report and generating it within a business process, followed by sending it via email. This approach should help you achieve the desired outcome.
For detailed instructions on setting up this business process, please refer to the following articles on the Creatio Academy:
https://academy.creatio.com/docs/user/customization_tools/print_ready_r…
https:/academy.creatio.com/docs/user/bpm_tools/process_elements_reference/system_actions/process_file/process_file_element?check_logged_in=1
https://academy.creatio.com/docs/7-17/user/bpm_tools/process_elements_r…
Please note that a Word report is generated for each section record separately.
I hope this information helps you resolve your business task.
Best regards,
Kate