Generating Excel from Workflow

  • 30 April 2018
  • 2 replies
  • 17 views
D
Badge +2

Hi,

 

I have a requirement where I need to generate the excel in the workflow and send the same excel as an attachment.

 

I am using SQL server 2016 as DB

 

Approach
- I will create the excel from the stored procedure and place that to a specific path and I will pick that excel from the specific location in the email event.

 

Any other suggession is much appreciated.

 

Thanks,

Divya Raj

2 replies

J
Badge +9

Hi Divya Raj,


I have a workflow running in production that does exactly that.


 


In my case my workflow is configured in the following manner:



  • I have installed one of the Excel Community Market ServiceBrokers, i think its this one: http://community.k2.com/t5/K2-blackpearl/ADO-query-to-Excel/ba-p/1115

  • In my workflow i build up an ADO.NET query based on input properties and pass it to the Excel SmartObject

  • The output to that SmartObject is a file, in my scenario i send the output to a Binary Datafield

  • In my mail event i use that datafield as a file attachment and send it to the originator.


 


I can compile some screenshots of my process and get the exact SmartObject if you require?


 


-Jean

S

Hi Divya,

 

if you are using k2 Five(5.1), export to excel is inbuilt feature.

 

Regards

SK

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