Service Manager powered by HEAT

Example: Using the Export to Microsoft Excel Quick Action

Although the quick action is called Export to Micorosft Excel, you can also export to a comma-separated value (CSV) or XML spreadsheet.

You can use the Export to Microsoft Excel quick action to export all or some of the field values from a business object to a Microsoft Excel, CSV, or XML spreadsheet. For example, you can export some of the field values from a change record to a Microsoft Excel spreadsheet.

Ivanti Service Manager automatically applies sorting settings to any records that you export to Microsoft Excel, CSV, or XML including from the dashboard and the Saved Searches Overview page.

When you use the Export to Microsoft Excel quick action to export all or some of the field values from a business object to a Microsoft Excel, CSV, or XML spreadsheet, the file is sorted with both the simple sort order and the multisort settings that you previously set in the list.

See Service Manager powered by HEAT.

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Click Add/Edit for a business object. The Quick Actions Center appears.

3.Click the Create New Actions tab.

4.Click Export to Microsoft Excel from the list of options.

5.Enter the following information:

Field	Description
Enter action name	A name for this quick action.
Enter action description	An optional description.
Enter category	A category. Select from the drop-down list.
Publish to	The roles that need access to this template.

6.Edit, add, or leave the Column Header and Fields to Export values as is.

7.To import relationships, do the following:

a.

Under the Value Expression heading, click the function icon.

b.

Under the Toolbox heading, expand the name of the business object and then expand Relationships.

c.

Double click the relationship business object, then double click the Fields header underneath it.

d.

Select the field to import from the relationship business object.

e.

Click Save.

8.Click Save to save the quick action.