Export button on Engagement form

[BKash]

Hello, I have to create an export UI action on engagement form. When I click on it, it will export the excel view of the test plans report which has the current details of the associated test plans to that engagement. How can I achieve this??

[Priscilla Muiua]

Hi @BKash ,

1. Create a UI Action on the Engagement Form

• Table: sn_audit_engagement

• Form button: checked

• Client: checked 

• Name: Export Test Plans

• Order: as preferred

• Onclick: exportTestPlansExcel();
• Script:

function exportTestPlansExcel() {

var engagementSysId = g_form.getUniqueValue();

var ga = new GlideAjax('TestPlanExportHelper');

ga.addParam('sysparm_name', 'getTestPlanSysIds');

ga.addParam('sysparm_engagement', engagementSysId);

ga.getXML(function(response) {

var testPlanSysIds = response.responseXML.documentElement.getAttribute("answer");

if (testPlanSysIds) {

var encodedQuery = 'sys_idIN' + testPlanSysIds;

var url = '/sn_audit_test_plan_list.do?sysparm_query=' + encodedQuery;

url += '&sysparm_view=default';

url += '&sysparm_target=sn_audit_test_plan';

url += '&CSV';

g_navigation.openPopup(url);

} else {

alert('No Test Plans found for this Engagement.');

}

});

}

2.Create a script include

Create a client callable script include named “TestPlanExportHelper” with the below script

var TestPlanExportHelper = Class.create();

TestPlanExportHelper.prototype = Object.extendsObject(AbstractAjaxProcessor, {

getTestPlanSysIds: function() {

var engagementSysId = this.getParameter('sysparm_engagement');

var testPlanSysIds = [];

var gr = new GlideRecord('sn_audit_m2m_test_plan_engagement');

gr.addQuery('sn_audit_engagement', engagementSysId);

gr.query();

while (gr.next()) {

testPlanSysIds.push(gr.getValue('sn_audit_test_plan'));

}

gs.info('testPlanSysIds '+testPlanSysIds);

return testPlanSysIds.join(',');

},

type: 'TestPlanExportHelper'

});