Can I have a form UI action that downloads an Excel template with the record data?

[Farah5]

I had a story where I created a UI action on a form, which generated and attached a PDF to that record. The PDF contained a table that I built myself using a script include, containing data from that record and any related records. However, now the clients are asking if it's possible to have it generate an Excel file instead. Is it possible to have an excel "template" somewhere that I can access and then inject the data when I click that UI action? I need to also be able to query related records and grab data from there.  

Here's an example of the PDF I built that gets generated. I basically want this as an Excel file instead. 

The reason they want an Excel file now is because there is an additional table that will be added, and this new table may be too wide to fit in a single PDF page, depending on the size of the data. 

[asifnoor]

Hi,

You can upload the template as an attachment in the instance and then access that template from there and fill the data. I am not sure if you can do with xls, but i have written a article some time ago on how to generate a CSV on the fly. may beyou can refer to that.

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[asifnoor]

Here is the link www.servicenow.com/community/developer-articles/generate-csv-file-through-script/ta-p/2319771

[Saurav11]

Hello,

I do not think the excel is possible. There are lot of articles with the solution for PDF but i don't think anyone has attempted excel maybe because it is not possible to do.

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