Generate Custom Excel Document

[Steve McCarty]

I have a vendor that only accepts orders in an Excel spreadsheet sent as an attachment to an e-mail.   When my user's need items from this vendor they currently have to download a template and update the Excel file and e-mail it to the vendor themselves.   Which means I have no record of what was purchased for whom.   I would like to move these orders into our service catalog so that at the very least I have a record of what was ordered.   The problem comes when I want to actually place the orders with the vendor.   I would like to be able to simply look at a request, automatically generate the needed Excel spreadsheet (preferably using a template), and send an e-mail to the vendor with the spreadsheet attached.   The spreadsheet has to be in a particular format with order information in the cells at the top and then the list of items below.   The service catalog items and sending an e-mail I can do, but does anyone know if there is a way to build a custom formatted Excel spreadsheet within Service-Now and then attach that to an e-mail?

[michaelmassey]

Hi Stephen,

Were you able to generate an Excel file? I know you were trying to get an Excel template, but I can't tell if you were sending the "consistent format" in an Excel file or just putting it directly in the Notification message body.

I have some scheduled reports that send the incident list as an Excel file, but now I have a different requirement and will not be able to use a report to send the data, but I would like to send the individual list in an Excel file.

If you were able to create an Excel file, could you please share some of that information.

Thanks,

Michael

[M_rio Rui Castr]

Hello McSteve,

If the idea is to generate an excel file based on a record and the send it via email with the corresponding excel attachment, either by trigger, field change or even defined schedule, maybe the Office Templater can help you. It have many more functionalities to easen up data exporting and file generation. Please have a look at the following article: https://community.servicenow.com/community?id=community_article&sys_id=35679790db1bcc90414eeeb5ca961...

Kind regards,

MRC

[Ravish Shetty]

Hi Mario, the link isn't working

[VivekanandaM]

Even I have the same format - Please suggest, if any solution has been recommended or suggested to explore