Custom Workspace UI Action – Export Only Visible Form Fields to Excel
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02-02-2026 07:29 AM
Hi Team,
I have a requirement in a Custom Workspace where I created a UI Action button (Export to Excel) on a form.
Requirement:
When the user clicks the Export Excel UI Action from Workspace:
The Excel file should contain only the fields that are currently displayed on the Workspace form
Only the visible form fields
The exported Excel should include the field labels and their corresponding record data
Fields that are hidden / not present on the form should NOT be exported
Context:
Workspace: Custom Workspace
UI Action: Workspace-compatibleForm is built using UI Builder components
Export should be dynamic
Questions:
Is there any OOTB way to get the list of visible form fields in Workspace during a UI Action execution?
If not supported OOTB, what is the recommended best-practice approach to achieve this?
Any suggestions, examples, or documentation references would be very helpful.
Thanks in advance!