Export to Microsoft Excel Action

4 min

Graphical Action Designer: Export to Microsoft Excel Quick Action

About the Export to Microsoft Excel Action

You can use the Export to Microsoft Excel action to export all or some of the field values from a business object in the these file formats:

Microsoft Excel 2007 and later (.xlsx)

Microsoft Excel 2003 and earlier (.xls)

Comma Separated Values (.csv)

XML (.xml)

The output contains the rows from a query created within its action wizard. The list of columns exported is the same as shown in the list view by default, but you can override or expand them here. This action creates only one worksheet.

You cannot use the Export to Microsoft Excel action in a composite action.

Neurons for ITSM automatically applies sorting settings to any records that you export, including from the dashboard and the Saved Searches Overview page.

When you use the Export to Microsoft Excel action, the spreadsheet file is sorted with both the simple sort order and the multisort settings that you previously set in the list.

If you want to export the list data from user interface, export to browser. Neurons for ITSM saves the exported file to your local application. The export to browser option cannot be used in a composite action.

if you want to run this action in the background through a workflow or schedule, export to a remote host connection. Neurons for ITSM saves the exported file to the specified remote host. You can automate the Export to Microsoft Excel action by scheduling the workflow that can run this action. See Using Workflows.

You can open an XML spreadsheet in Microsoft Excel 2007 and later.

By default, there is a limit of 50,000 records that this action can process at one time. Neurons for ITSM on-premise customers can change this default value in the web.config file on the Neurons for ITSM application server. The value to change is <add key="MaximumRowsForExcelExport" value = "50000"/>.

Parameters

Parameter	Description
Enter action name	A unique name for the action.
Enter action description	Optional. A description of what the action does. This field can contain a maximum of 32,767 characters, if the limit exceeds, an error is thrown.
Enter category	Optional. The category. Select from the drop-down list.
Export Format	The output format. Can be one of the following: Excel - 2007 and Above Excel - lower version Comma separated values XML
Column Header	The name of the item whose value is given in the Fields to Export column or in the Value Expression column.
Fields to Export	The name of the field to export. Choose a value from the drop-down list. NOTE: You can specify either a value in the Fields to Export column or a value in the Value Expression column, but not both.
Value Expression	An expression that describes the column header item to export. NOTE: You can specify either a value in the Fields to Export column or a value in the Value Expression column, but not both. NOTE: This action does not support the FormatDate built-in function.
Export To	Where to export the data to. You can specify to a browser or to an external connection, if one exists. Click the external connection icon to specify an external connection. You must create the external connection before you can select it. See Exporting Data for more information.
Saved Search	Runs a saved search against the values specified in the Fields to Export column or in the Value Expression column. To use this option, you must specify an external data connection.

Actions

Button	Action
	Adds fields to the export list.
	Removes the field from the export list.
Save	Commits your settings.
Cancel	Exits without saving.

This action does not respect the Auto-save checkbox option in the Action Settings tab. It does save changes directly to the database, but please ensure that the behaviour you expect still occurs.