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

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.

Ryan

The API is very powerful as well. There is also a product called Starfish that can work. Depends on your level of expertise. We use both.

Is it possible to make automated process to export contact data on a daily basis without using marketplace products?

Ryan Farley,

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?

Dear Marcin,

Unfortunately, there are no other ways to limit data export. We already had multiple similar requests  from other customers and our R&D team has in plans to implement more flexible data export administration.

Therefore it will be available in future application versions.

As for now your business task can only be implemented with the help of development.

Regards,

Dean

Hello Ramnath,

It is better to use a standard scenario of specifying the filter and exporting records using the "Export to excel" action in the section. If you could create a script-task that could trigger the "ReportService" service and "GetExportToExcelKey" method inside this service based on the filtering parameters than this process could be executed. But we have no examples of this logic implementations so you need to look through the "GetExportToExcelKey" method and test it on your side.

Best regards,

Oscar

Hey Oscar,

I have very less development experience on Creatio Platform so I can't think I can develop scripts right now.

Rather I came up with another solution - Dynamic folder with access rights. So user will have access to the dynamic folder where they can filter record according to two fields. But I am unsure if giving them edit access may result in modifying the filter parameters. 

For example I want to find all the records that were created in between a period - I can create a dynamic folder with two fields -

(Created on > date_1 and Created on <date_2)

But having access to edit dynamic folder, the customer can also modify Created on parameter to modified on. 

RAMNATH SHARMA,

They cannot modify the Created On value of the record (since we are discussing the Created On column for records not for the folder itself (by the way they cannot modify Created On for folders as well)).

Yes, the client can modify the parameter itself (replace Created On with Modified On), but the client needs to understand that he/she shouldn't do it. By the way the client can create such a filter on their own (the possibility of advanced filters was developed for such proposes). Why there should be a process that should do this? It is easier to do it manually than via a process.

Also you can remove edit access rights for all users in the system using the "Change access rights" process element. As a result the client will see the folder, but won't be able to modify it.

Best regards,

Oscar

Oscar,

I thought of making the the process of exporting data easily with one click. That's why I wanted to see if it's possible with process.

Dear Ashwath,

It is possible to bind data to a package. Then when you transferring the package to another instance, data will be moved too.  Please find more information about binding data to the package in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages

Please note that data binding can be used only on small volumes of data (less than 500 records). If you need to transfer large amount of data, it is better to use another data transfer approach. Please consider using excel import for it. Please find additional information about excel data import in the article by the link below:

https://academy.creatio.com/documents/base/7-15/excel-data-import

Best regards,

Norton

Dear Marcelo, 

Unfortunately, there is no possibility to export or import data created in the Organization and Functional roles. We recommend setting the roles manually. 

Best regards, 

Olga. 

Thanks for the feedback. To migrate from one environment to another (Example DEV to PROD), has to be done manually? Thanks

Dear Marcelo, 

Yes, the best practice is to do it manually. 

Kind regards, 

Olga. 

Thanks Olga!

This Excel reports package in the marketplace can likely do what you're after. 

https://marketplace.bpmonline.com/app/excel-reports-builder-bpmonline

Ryan

Dear Dilip,

You can use the marketplace application, which was offered by Ryan. On the other hand, you can create a business process for your needs. 

However, please take into account, that business process approach will require development skills.

Reports in the system are created via ReportService. In the Script Task element of your business process please call the ReportService method to create a report and pass it the needed arguments like section, user connection. More information on the existing methods and their realization you can find in the ReportService schema in Configuration.

The business process itself you can start by timer, or trigger externally.

Regards,

Anastasia

Ezequiel you can send the request to support and they send you a backup of the database. Is not posible access to the database in cloud sites.