How to export specific fields from Multiple Child Incidents into a single Excel file?

[Community Alums]

Hi everyone,
​I’m working on a requirement where I need to generate an Excel file containing data from multiple Child Incidents associated with a parent record.
​Specifically, I need the export to include the following fields from the child records:
​Incident Number
​Short Description
​Subject Person (or 'Requested For' name)
​My Goal:
I want to be able to trigger this export (either via a UI Action or a scheduled process) and ensure it captures the related child incident data accurately, even if the fields are on the User table (like the name of the Subject Person).
​Questions:
​What is the most efficient way to achieve this? (e.g., Export Sets, Data Broker, or a custom Script Include?)
​How can I ensure I am pulling the "Name" string of the Subject Person rather than just the SysID in the Excel output?
​If using a UI Action, is there a way to prompt the download immediately for the user?
​Any scripts, Flow Designer suggestions, or architectural advice would be greatly appreciated!

[yashkamde]

Hello @Community Alums ,

Use this script in UI Action to get the pdf downloaded with the required fields you want :

var v = new sn_pdfgeneratorutils.PDFGenerationAPI();
var html;

var gr = new GlideRecord('incident');
if (gr.get(current.sys_id)) {
    html = 'Short Description : ';
	html = html + gr.short_description.toString();
        //ADD FIELDS WANT TO SHOW ON PDF..
}

var result = v.convertToPDF(html, 'incident', current.sys_id, 'Incident PDF');

if (result.status === 'success' && result.attachment_id) {
    var downloadURL = '/sys_attachment.do?sys_id=' + result.attachment_id;
    var gURL = new GlideURL(downloadURL);
    action.setRedirectURL(gURL);
} else {
    gs.addErrorMessage('PDF generation failed or no attachment ID returned.');
}

If my response helped mark as helpful and accept the solution.

[Community Alums]

my requirement is excel needs to be created.

[Ankur Bawiskar]

@Community Alums 

you can't create EXCEL file within ServiceNow as there is no OOTB API/Class for this.

You can create a PDF or CSV file for this

Generating Custom PDFs - using the new PDFGenerationAPI

another method

Generate PDF and attach to the record

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[Ankur Bawiskar]

@Community Alums 

Hope you are doing good.

Did my reply answer your question?

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