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Hello...

I have read a few articles on this but looking for a easier way. I also have not seen to where you can export directly to a drive location. I am trying to create a workflow that will run on the first of the month and archive the prior months data to a computer drive. This is not for me so I am trying to set this up for another line of business. Thanks in advance!

Cassy Freeman

this might have helped you Nintex Workflow - List to CSV UDA - Vadim Tabakman


Can't say I have ever tried it Josh Shutts​ or had a need to.  How did you get on with Marian Hatala​'s suggestion?


Can I ask why you would want to archive off list data like this? You'll end up with a collection of CSV files. Would it not be be better to archive these off into a SQL database or something similar. This makes it lighter on storage, more accessible for reporting and probably would please your infrastructure guys more from a DR point of view.


I have read this article Cassy. I was hoping there was something a little easier. I will admit, when I read it, I got intimidated and have not tried it. Maybe I will today.


Hey Ryan. I agree with you that it would be better to download to a table of some kind. I am doing this for a group that is pretty computer illiterate, even more than myself. My ideal solution would be to allow them to export (auto) to n excel sheet and save it to their hard drive or shared drive. It's a big file and trying to save space and backup historical data for them. Hoping there was an easier way, other than involving our IT group to implement a tool.


I believe an option you could go for which would avoid IT would be Access. No workflow involved, just creating a data connection in Access that syncs with SharePoint. If you are talking "large" data, then database format is preferable to excel (although that argument is less resilient nowadays).

I can't think of any other alternatives to Vadim's solution for CSV


Can someone please help me understand the UDA created in Vadim's solution.This is the only solution i find every discussion thread for exporting sp list to excel.can someone please help


Vadim explains it quite well on his page.

what's exactly not clear for you?


hi Maria,

Thanks for the response.I managed to implement it after having a careful watch.

I got 2 problem now.

One is I want to schedule this workflow on a list based on some filtering.For instance get all those records for which the value of status column is "active".

The other issue is when I schedule this workflow I don't see the generated Output CSV being override during the successive runs.


Can someone please help me how to achieve this.


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