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Create CSV files via workflow

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Posted on by SteffenH

30

Hello all,

is it easily possible to crate a csv file from a view by using a workflow?

Thanks a lot.

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SteffenH 30 on at

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RE: Create CSV files via workflow

Is it maybe possible to create an xlsx file via workflow? The workflow need to export filter results and should change a field in each filter result.
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Saad Kabarousse 732 on at

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RE: Create CSV files via workflow

I see,

Well you'll have to do it the hard way, I suggest:

1- Add Button on rubbon

2- Associate the button to a command that will fire a js function that will get the selected elements.

3- generate your csv file either using js or Call a Pluging using an defined Action.

Useful Links:

https://community.dynamics.com/crm/b/passiondynamics/posts/get-selected-record-information-from-main-view-or-a-subgrid-in-dynamics-365

http://dynamicscrmcoe.com/calling-custom-action-using-javascript/
SteffenH 30 on at

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RE: Create CSV files via workflow

This iam aware of. But i need csv File
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Saad Kabarousse 732 on at

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RE: Create CSV files via workflow

Hello,

You can create .xls file by selecting lines and pressing on Export to Excel Button.

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