Custom Workspace UI Action – Export Only Visible Form Fields to Excel

dattanarend
Tera Expert

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:

  1. Is there any OOTB way to get the list of visible form fields in Workspace during a UI Action execution?

  2. 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!