How to Add Option Export Form Data to Excel?

[pawan kalyan]

Hi

I have one requirement  to add "Export to excel" option in form view. When we open any form. We should get option export to excel and once click on export to excel, the excel should get downloaded with form data with fields.

For example: If i open any incident form i should be able to export data in the form via excel. now there is only options like PDF & XML.

Please some one help me with the script to convert form data to excel.

[Dr Atul G- LNG]

Hi @pawan kalyan 

OOTB the single record can be downloaded only in XML or PDF , it will be high level customization if you want to download in excel, as a record have many sections/ related list as well.

[Sohail Khilji]

Dear @pawan kalyan,

Usually the export to excel is visible in list view not in form view as you see below 

On a form view the same action may not work. If needed then you need the customize a new button which can do it for you... 

Let me know if you need further help on it, else I hope this info helps you

..

[Mark Manders]

Where is this requirement coming from? You can do the same by selecting the record on the list and export it to excel from there. In case it's about the fields on the form: make a list view, containing those fields (or a report, you can put on a dashboard with a filter to select the record). You can just use the OOB functionality. A requirement should at least have some kind of reasoning behind it. 

If you are going to set out on this path, you will need to keep in mind that a form has sections and views. You will need to take care of all of that, to find which fields you need to export and then you need to get the data too. This kind of customization is of high risk. You will spend a lot of time on it and it can very well break on the next upgrade. Ask the person who gave you the requirement what they are trying to resolve with this and provide them with the OOB functionality. The investment for something that has no guarantee of functioning in the future is way too high.