I want to export creatio contacts data on a daily basis to specific location
I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location.
I don't know how to export data after converting them to uppercase
You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export".
However, you could also read the data from Creatio via OData and write it to files somewhere as well.
After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?
I have created a button that will do the same thing as "Export to Excel" and I need to call the same function. But I couldn't identify what the function is, if you can help me with what function to call.
The function is named "exportToExcel" and implemented in BaseDataView. If you add a button to the parentName "Detail" and propertyName "tools", then add the click as: "click": {"bindTo": "exportToExcel"}. It will trigger the export to excel just as if it was selected from the actions menu.
Note, this button would need to be added to the detail schema (not the page). It would look something like this:
{"operation":"insert",
"parentName":"Detail",
"propertyName":"tools",
"name":"ExportToExcelButton",
"values":{"itemType": Terrasoft.ViewItemType.BUTTON,
"caption":"Export to Excel",
"click":{"bindTo":"exportToExcel"}}}
The function is named "exportToExcel" and implemented in BaseDataView. If you add a button to the parentName "Detail" and propertyName "tools", then add the click as: "click": {"bindTo": "exportToExcel"}. It will trigger the export to excel just as if it was selected from the actions menu.
Note, this button would need to be added to the detail schema (not the page). It would look something like this:
{"operation":"insert",
"parentName":"Detail",
"propertyName":"tools",
"name":"ExportToExcelButton",
"values":{"itemType": Terrasoft.ViewItemType.BUTTON,
"caption":"Export to Excel",
"click":{"bindTo":"exportToExcel"}}}
I have to use Excel Export Creatio Functionality but instead of downloading the .xlsx file in the system, I have to attach that .xlsx file to the Attachments of a Custom Section.
This task should be performed by the business process after giving filtration criteria as input.
Please suggest me a solution to achieve the above task.
Thanks for providing the information regarding to this.
But, for workaround is there any Creatio Service avaible that can be utilized In some custom script configuration with Script Task element of business process.?
And if yes, Is there any example available on how to make use of such Services in development.
Could you please provide steps or source code for a sample excel sheet creation and saving data, that supports creatio platform (ex. using openXml, IronXL or Interop etc.) and later that can be extended with creatio's future release?
We are doing a feasibility study to export Products that were linked with Lead. As per current available feature, we could get the Products count that were added to a Lead but we are looking for the products list for each Lead exported to excel.
As far as I understand you need to export a list of leads with a list of products for each lead there as well all in one file? Or do you just need to export a list of products for one particular lead?
Unfortunately, Creatio does not provide such functionality. However, you can install SQL Executor for Creatio (SQL scripts console) from the marketplace. There you can write SQL requests to the database and then save the results as a CSV file. It will require some basic SQL knowledge.
The request would look something like this for the Orders with products:
SELECT * from "Order" JOIN "OrderProduct" ON "Order"."Id" = "OrderProduct"."OrderId"
You can choose which columns to select, and how to join the tables.
We wanted this feature as a functionality for client where as an end user at specific time interval, they could generate the products list by exporting from Lead.
