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‎09-10-2020 01:30 AM
Hello All,
I have an excel file. I need to have a hyperlink in the form. On clicking that hyperlink, that excel file should be opened. I searched on community and found varying answers related to this but couldn't get a clear idea as to what has to be done....
Can anyone throw some light on
1. how to add hyperlink to a form
2. On its click, open an excel file.... please note.. i just want it to get opened..and not save the file.
Many thanks in advance!
Solved! Go to Solution.
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‎09-10-2020 02:21 AM
Hi,
For point 1 - if you want that file to be shown via URL then you need to store it in ServiceNow i.e. attach to some or other table record.
For point 2 - it depends on the browser configuration whether it is set auto-download or only Open
what type of form you are trying to show to user?
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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‎09-10-2020 03:31 AM
Hi,
So that record will have a excel file using which user can fill remaining fields
Now the issue is since it would be a new record you cannot attach attachment to it neither you can copy the attachment
Why not have a formatter on your form and show the data of excel on the form for new record if the data from excel will be constant
In that case they can see the data and fill remaining fields
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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‎09-10-2020 03:40 AM
Agreed, the excel sheet data is constant. The reason I cannot display the excel sheet data directly on the form is: the sheet has 3 lakhs+ records.
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‎09-10-2020 03:49 AM
Hi,
I doubt then this can be working for new record since attachment cannot be added to new record.
Possibly you can create custom table and add that excel to that record
on your existing table you can use formatter and add link there which would open up the attachment.
Then it is upto the user and browser configuration whether they want to auto download or open.
Note: creating custom table may lead to cost implication as per your ServiceNow subscription
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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‎09-10-2020 05:51 AM
Let me know if I have answered your question.
If so, please mark appropriate answer as correct & helpful to close the thread.
If not, please let us know if you need some more assistance.
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

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‎09-10-2020 01:44 AM
Hi,
To add on,
1) Maybe have a URL Type field on the Form with hyperlink of your excel attachment which i am guessing is point to the Sys Attachment Table
2) On Click of the URL it would either open or download automatically, use Chrome for better experience.
Thanks,
Saji