Hi @Shrey hurana
Step 1: Create the UI Action
1. Navigate to System Definition > UI Actions.
2. Click New to create a new UI Action.
3. Fill in the fields:
- Name: Give your UI Action a descriptive name, e.g., “Generate Excel Report”.
- Table: Choose the table from which you want to generate the report, e.g., Incident.
- Action name: This is automatically filled based on the Name, but you can customize it.
- Client: Check this box since we’ll use client-side code to capture selected records.
- List: Check this box to make this UI Action appear in the list context menu.
- Form: You might leave this unchecked if you don’t want it to appear in form view.
Step 2: Scripting the UI Action
function() {
// Use the GlideList2 API to get the current list and the sys_ids of selected items
var sysIds = g_list.getChecked(); // captures the sys_ids of selected records
// Check if at least one record is selected
if (sysIds) {
// Construct the URL to export the selected records to Excel
var url = 'YOUR_INSTANCE_NAME/xlsx.do?sysparm_sys_ids=' + sysIds + '&sysparm_table=YOUR_TABLE_NAME';
// Open the URL to initiate download (replace YOUR_INSTANCE_NAME and YOUR_TABLE_NAME with actual values)
window.open(url, '_blank');
}
else {
// If no record is selected, alert the user
alert("Please select at least one record.");
}
}
Replace YOUR_INSTANCE_NAME with your ServiceNow instance name.
- Replace YOUR_TABLE_NAME with the actual table name you’re targeting, corresponding to the table you set for the UI Action.
Note: Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help both the community and me..
- Keep Learning
Thanks & Regards
Deepak Sharma
