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!
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.
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
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.