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

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The latest version of the Excel reports add-on in the marketplace has a process element to generate excel files. https://marketplace.creati...MoreLess

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Dear community,

Has anyone been able to use the Excel Reports app in V8?

We installed https://marketplace.creatio.com/app/excel-reports-builder-creatio but the option is only visible in the old UI.

Kind regards,

Yosef

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Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report...MoreLess

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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.

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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

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Hi Community,

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.

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Dear Pratik, 

Unfortunately requested functionality is not presented as OOB solution in Creatio at this moment. 

We will registe...MoreLess

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Hi All,

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. 

Appreciate your valuable input.

Thanks

Anupama

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Hi Anupama, 

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...MoreLess

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