koolgeex
Design Dabbler

Create workflow that will export a list to excel and attach to notification

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All lists have the "Export to Excel" button in the ribbon and it creates a nice spreadsheet. I would like to automate that process. I want to create a site workflow that will export the entire list to excel, save the file as an attachment, attach it to a notification, and email the notification out once a week.

 

Has anyone created this before? I have to imagine it's possible. Just not sure where to start. 

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kapilkjoshi
Automation Master
Automation Master

Re: Create workflow that will export a list to excel and attach to notification

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Hi Candace Kizzie ,

I'm not sure if you can run this script from Workflow but here is the reference:

Export data from SharePoint 2010 List using Management Shell

First you export the list to Excel with powershell, you can save the file in Sharepoint library (probably, i dint try that), then use workflow to send it out.

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