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create a batchable export file form

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Hi,

I want to know, how to build a batch process, which will export file or save it. Following is the design of the form.

BatchForm.png

The intent is to run a process which will get the records and export it in the form of excel file.

Thanks

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  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,148 on at
    RE: create a batchable export file form

    There's no way how cloud D365FO could put files to your local drive, no more than Facebook, Gmail or any other web based application can.

    Your users can download files with their browser but a batch job can't put files in their computers.

    However locally running services such as the On-premises data gateway can fetch files from web services (such as D365FO) and save them on a network share.

  • Martin Dráb Profile Picture
    Martin Dráb 225,490 Super User on at
    RE: create a batchable export file form

    You should think about business logic before designing GUI, because now you can throw it away. The web application running in cloud can't simply connect to your local computer and put some files there.

    While your proposed solution isn't possible, the actual business requirement can be achieved. Other people here have already suggested a few solutions.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,643 Moderator on at
    RE: create a batchable export file form

    You can use  Recurring Integrations Scheduler or recurring data jobs or data package API ? Check below links for your reference , those would be helpful.

    github.com/.../Recurring-Integrations-Scheduler

    docs.microsoft.com/.../recurring-integrations

    docs.microsoft.com/.../integration-overview

  • JeffGreenrc Profile Picture
    JeffGreenrc on at
    RE: create a batchable export file form

    We need to save file locally as you can see from the dialog. We need to give the path to a file to save it locally?

    Thanks

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,148 on at
    RE: create a batchable export file form

    You can use Recurring data jobs in Data Management Projects to run periodically and export data to Excel file.

    The user can download the excel from the recurring data job history, or you can have a LogicApp to pick it up and save to OneDrive, or do whatever you want with the file.

    Would this fulfill your requirement?

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