How to add Export to Excel button in Related link/Section of the change request in Workspace ?

Virendra K
Kilo Sage

Hi All,

 

Requirement is to show a Export to excel button in the Related link /"Impacted details" section which will export the details in excel sheet.

I have created classic UI action and added code only for workspace in workspace tab. (refer snap). Is my approach is correct ? I am new to the Workspace 🙂 

My ask is, what will be the table name do I need to select ?

How to add/show that button in specific section / tab in workspace ?

 

VirendraK_0-1732887639978.png

VirendraK_1-1732887719075.png

 

Regards,

Virendra

 

 

1 ACCEPTED SOLUTION

so this would be a related list action. you need to create the related list action under this table and the option for implemented as would be 'client script' and you can write the logic to export the details in excel.

Find below two images for reference.

Screenshot 2024-12-01 at 4.14.03 PM.pngScreenshot 2024-12-01 at 4.13.23 PM.png

View solution in original post

4 REPLIES 4

Dibyaratnam
Tera Sage

Can you exactly show where you want to add this button? Is it on the form beside other UI actions button?

Hi @Dibyaratnam 

 

I want to show it on "Impact Details" tab (highlighted). refer snap.

VirendraK_0-1733033839896.png

 

so this would be a related list action. you need to create the related list action under this table and the option for implemented as would be 'client script' and you can write the logic to export the details in excel.

Find below two images for reference.

Screenshot 2024-12-01 at 4.14.03 PM.pngScreenshot 2024-12-01 at 4.13.23 PM.png

Virendra K
Kilo Sage

Thank you @Dibyaratnam