You could likely add a formula using the Excel HYPERLINK function in the template for the Excel report. 

Essentially, create a template for the Excel report. In the Excel report you'd have a column for the record Id. Then use that Id in the formula to create the hyperlink. You could hide the column for the Id as well. If you've not created a template for an Excel report before I have some info here.

Ryan

Thanks -- that's a helpful video!  I will give all this a try and post my results here.
~~~ rob

I have something like that working (except I am using a hosted Google Spreadsheet) that is using make.com. I just execute a Make.com webhook from a process in Creatio, make.com receives that and then writes the line to the existing spreadsheet. All no code, so just thought I would mention. 

Ryan

Hi,

Yes, it is possible to write a row to the bottom of an existing spreadsheet from Creatio.

There's an official Google Sheets connector for Creatio available on the Creatio Marketplace: https://marketplace.creatio.com/app/google-sheets-connector-creatio

It enables two-way sync with Google Sheets and lets you:

-Automatically send data from Creatio to Google Sheets;

-Map sheet columns to Creatio fields;

-Use Google Sheets as a staging point between systems.

This connector is fully no-code and works with current versions of Google Sheets - all you need is a Google Cloud account.

Have a nice day!

Thanks.  However, we are not using Google Sheets, our corporate standard is Excel / MS Office.  Creatio would need to integrate with an existing spreadsheet used by our Operations department -- Is there a connector for that too?

I have something that allow using a excel template to push data with some custom framework primitive for openxml. But it's not trivial to use, and it just download a file localy.

We have managed to fix the previous issue

However the File Import template is still missing

Sasori Oshigaki,

Hello!

The templates for data import are stored in the object FileImportTemplate. By default, the operation permissions for this object are turned off, meaning that only users with the group "All employees" can access it. 
To allow external users to see the templates, please enable Operation permissions for the object FileImportTemplate and configure the access rule for the needed users.
 

After, allow external users to use feature UseFileImportTemplate. features can be found by the following link: your_site/0/Shell/#Section/AppFeature_ListPage :

I hope this helps. Have a great day!

Hello,

Please note that OOTB business process element "Process file" can only generate Word reports, you can find more details about its functionality in this article:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element

Instead, you can use the "Generate Excel report" element that is a part of the "Excel reports builder for Creatio" app. 

Please note, that only the reports with "Custom report" type and a checked "Available in process" boolean can be used in the process.

Mira Dmitruk,

Hi, Mira, 

    Thank you for your help, however, I can't find "Available in process" setting in the Excel report setting, that may be the reason that I can't find it inside Excel in BP. What's the reason? I'm using 8.2.1.5446 Creatio cloud version, install the excel builder app few days ago. 
 


Jeffrey.

 

Jeffrey,

That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.

Ryan

It only allows "Custom Reports", not Section Report or Edit Page Reports. Also, for Custom Reports, there is a new checkbox on the report page that allows it to be used in processes. You need to check that, then it will show up in the process element to select.

Ryan

Ryan Farley,

Thks. Ryan. 

Hello Abderrahman Tigami,

I have successfully configured and generated Excel reports using the current version of the app. I kindly ask you to provide more details how to reproduce your issue (version of Creatio instance, report type, any section or specific one).

Hello,

For this, you can use the solution from marketplace: https://marketplace.creatio.com/app/excel-reports-builder-creatio

Best regards,
Malika

Malika,

Unfortunately, it doesn't work with Duration. A report with Time-format columns (00:00:00) is not creating. So I thought maybe there was another solution

Hello,
The current version of the Excel reports builder for Creatio app doesn't support Date / Time formats. The responsible team plans to add this feature in the next app release. A new version will become available in July.

Irina Lazorenko,

Hello, do you know when this App update will be available?

Поліна Стоцька,

Hello,

The new version of the app is under review and will be available on the marketplace this week.

Hi Laura!

The app does not support report download in Freedom UI sections. I have sent your feedback to the responsible team.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

Hello, 

You can work with a file in a business process with a help of "Process file element", for example if you need to generate a printable. More detailed information can be found in a corresponding article. 

Using oob version of a system you can send the file with a business process to a specific mailbox or add it to the File and Attachments detail, for uploading the file to the FTP server additional development will be needed.  As of now we do not have any ready to use example to achieve your business task with a help of additional development. 

We've registered a query for our responsible R&D team to consider implementing this functionality in the upcoming releases. 

Best regards,

Anastasiia

 

Hi there, 

Maybe this add-on will be of help, however subscription is required 

https://marketplace.creatio.com/app/data-import-export-creatio



BR,

Jacek