Service Manager

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Export to Microsoft Excel Quick Action

•About the Export to Microsoft Excel Quick Action

•Parameters

•Actions

About the Export to Microsoft Excel Quick Action

You can use the Export to Microsoft Excel quick 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 quick 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 quick action creates only one worksheet.

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

Service Manager 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 quick 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. Service Manager saves the exported file to your local system. The export to browser option cannot be used in a composite quick action.

if you want to run this quick action in the background through a workflow or schedule, export to a remote host connection. Service Manager saves the exported file to the specified remote host. You can automate the Export to Microsoft Excel quick action by scheduling the workflow that can run this quick 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 quick action can process at one time. Service Manager on-premise customers can change this default value in the web.config file on the Service Manager application server. The value to change is <add key="MaximumRowsForExcelExport" value = "50000"/>.

Parameters

Parameter	Description
Enter action name	A unique name for the quick action.
Enter action description	Optional. A description of what the quick action does.
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 quick 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.