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
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"...MoreLess
The function is named "exportToExcel" and implemented in BaseDataView. If you add a button to the parentName "Detail" and propertyName "tools"...MoreLess
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.
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.
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.