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.

You can replace this lookup (http://prntscr.com/np7od8) and add new column to the object. Thus all functionality and data of the lookup is saved and you can add a column needed. 

Best regards,

Angela

Thanks

Angela Reyes,

I created the object using "Replacing objects" and published the object. I also did the database update. I can see the lookup in the lookup section. I tried to create a new lookup, and I still only see the City lookup in the Base package. I also checked the original lookup and it still does not show the Postcode.

I am attaching the image of the object I created. Please let me know if I am making a mistake somewhere.

Thanks.

aaykay,

There is no need to create new lookup, this column will be added to existing lookup. I just tried to do the same on my instance and column was added: http://prntscr.com/np9bp3

Ah alright! Gotcha

Have it now.

Many Thanks. :)

Hello!

Section cases are added to the package as a regular configuration object, looks relatively similar to business process (e.g. http://prntscr.com/nqret9) When you add a case while you have current package set to your package the case would be saved in your package. You should see created cases in your package though, please check your current package setting and dependencies of your package. 

Best regards,

Dennis

Hello Jonas,



You can perform some actions that may help you with resolving the issue: try to compile the system http://prntscr.com/n3m333 and update the database structure http://prntscr.com/n3m3es



Please note that configuration is a developer tool and should be used by developers because operations that can be performed via configuration can lead to different errors.



If you will have further questions with this issue I recommend to contact the support team support@bpmonline.com



Best regards,

Alex

I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.

Dear Danilo,

Unfortunately, there is no place you can export all the system fields from. You can install SQL-executor from the Marketplace and execute the select queries with it to be able to view the content of the database tables and the fields that are used there.

We are planning to add the list of all the objects and field used in the system someday but there is no ETA for the task yet.  

Lisa

Thanks Lisa. I will give a try to the SQL executor

The SQL executor was enough for me

Dear Bryan,

There is no way to export the fields or columns that are in a table using SQL executor from the Marketplace. You can only view them. As for a queries, you may use basic ones that are enough to see the table content. For instance if you want to see the fields and columns in the Contact table, run 'select * from Contact', etc. As of the export option, our R&D team already accepted the idea of adding the list of all objects and fields for export, still we do not know when exactly it will be implemented. 

Best regards, 

Dean

We were able to export the feed, are you saying we can't do all of the columns?

Dear Bryan,

Thank you for the reply. I'm so sorry, I mislead you. I was using the older version of the SQL executor. Just updated to the latest one, which has the option 'Export to csv'. Using this option you can export all the records and columns from the table as well as the feed. 

Best regards,

Dean

Great! Can you provide the query to export everything at once?

Bryan Baker,

Hello,

There is no SQL-query that allows selecting all records from all tables and that's why it cannot be done. It is not something that bpm'online doesn't support. It is something that cannot be handled by SQL language itself. You need to run select queries one by one for all tables in the application (you can get a list of all system tables of the database using select * from sys.tables query) and export results for each query.

Best regards,

Oscar

This marketplace package installs a process you can run to export the entire system schema in an Excel file: 

https://marketplace.bpmonline.com/app/object-structure-export-bpmonline

Ryan

Hello Vicky!

Only system administrators can exports records. If you'd like to change that you need to go to the advanced section-operations permissions and find operation "export list records". In the acces rights on the bottom you can add users or group of users whom you'd like to grant acces to this operation.

Hello Jake

To configure the ability to export data to a file for a particular user or group, you should perform the following sequence of actions:

1. Sign in with BPMonline Administrator account.

 2.  Go to the section «Tools», then to the section «Access Rights => Operations Permissions»

 3.   For the registry entries «Export List Records» add the desired user or group of users who you want to have the ability for exporting the registry (in the example we have a group «All employees»), set for this user or group attribute «true» in «Premission» 

 4.  Check the export operation for the desired user or group of users

How do I do this in current version 7.13.4.638?

Dear Aaykay,

The steps are quite similar. You just need to go to the Operation permission section in the system designer and find the 'Export List Records' operation. Here you need to indicate what users or roles can have access to the export option. By default, only system administrators have this permission. http://prntscr.com/n8wt58

Best regards,

Dean