Using a template with EXPORT action

tford

Following process steps are used to export instances from a BO using a query (Person_List_This_Year) and exporting the file using a template format defined in the export template "Attendee_List".

The first 2 steps cause the exported CSV file to be stored in a SystemSetting attribute. The final step displays the CSV file on a form with no buttons to the user can download the CSV file to a destination of their choosing.

Step 3 is used to mop up the files used as temporary storage during the process.

1) EXPORT 'Person_List_This_Year' TO 'c:/AwareIM_temp/RRexpoExport.csv' USING 'Attendee_List'

2) IMPORT DOCUMENT SystemSettings.Export_This_Year_Contacts FROM 'c:/AwareIM_temp/RRexpoExport.csv'

3) DELETE FILE 'c:/AwareIM_temp/RRexpoExport.csv'

4) VIEW SystemSettings USING Show_Export

tford

I did a bit more tweaking to customize the export file name to have 2 components .. text portion stored in a System Settings attribute + a date / time portion. Following are the steps in the revised process:

LoggedInRegularUser.Export_Contacts_File_Name=SystemSettings.Export_Contacts_File_Name+''+AS_STRING(CURRENT_DATE)+'at_'+AS_STRING(CURRENT_HOUR)+'-'+AS_STRING(CURRENT_MINUTE)+'.csv'

EXPORT 'Person_List_This_Year' TO LoggedInRegularUser.Export_Contacts_File_Name USING 'Attendee_List'

IMPORT DOCUMENT SystemSettings.Export_This_Year_Contacts FROM LoggedInRegularUser.Export_Contacts_File_Name

DELETE FILE LoggedInRegularUser.Export_Contacts_File_Name

VIEW SystemSettings USING Show_Export