Generate Excel Export

excel export

Table of Contents


Overview

An Excel export consists of a single Excel file that will be utilized as a template in order to produce a single Excel output.


Creating an Excel Export

To create a new Excel export, simply click on the Add Excel Export button.

An Excel export is used as a placeholder for Excel files as templates. An Excel export can be created using Create Excel Export page and the saved information can be edited by using Edit Excel ExportExcel Export page. This will act as the baseline for the Excel export generation and will be added to the list of Excel exports. You will also note that this Excel export will become selectable from the Action selection of a button in the User Interface Designer once this process is set up.


Name

A name representing the Excel export should be chosen. This name will be used while selecting the Excel exports that will be associated with buttons.


File Name Type

User can choose the name of the output file for the Excel export. There are a couple of options can choose from.

If None is chosen a random globally unique id will be used as name of the output file. User can also enter a static name if Static file name type is chosen. If By Value Of option is chosen the name will be calculated using the value of the chosen named range.


Enabled

Indicates whether the Excel export is enabled. If the export is not enabled nothing will be exported.

This can be configured as Always or Never to indicate whether the Excel export is statically enabled or not.

Alternatively, if any Boolean Single Named Ranges (SNR) exist (i.e. ranges pointing to a single cell that evaluates to TRUE or FALSE), then the enabled-ness of the Excel export can be configured to reflect the value of that named range using the 'By Value Of' setting.


Type

User can choose the type property of the Excel Export as Mapped or Current Spreadsheet.

If Mapped is chosen user needs to upload a valid Excel file that will be used as the template for the Excel Export. If Current Spreadsheet is chosen the Excel file which is used while creating the application is used as the Excel Export template. For the latter case the Excel Export Range mappings will be automatically created so the user won't need to edit Excel Export Ranges.


Return Behavior

Return Behavior property determines if the Excel Export is available for download after being created. Return should be chosen if user wants to download the Excel Export file after creation. When Do Not Return is chosen Excel Export file will still be created in the temporary folder but it won't be automatically downloaded.


Dropbox Connector

If your application contains any valid Dropbox Connectors, you can use this setting to upload output of the Excel Export Process into a linked Dropbox account (more details are available on the Connector Designer -> Dropbox Connector section).

The available Dropbox connections can be selected under the Dropbox Connector option. Please note that the default value (do not send) will not upload the file into Dropbox.


Next Step: Edit Excel Export Ranges

Named ranges in the template Excel file will be replaced with the named ranges existing in the application in the export process. The named range mappings should be done using the Edit Excel Export Ranges page.