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on 09-29-2021 11:44 AM
Hi everyone. I had a lot of trouble trying to figure out a way to export a related list records using a UI action on a related list.
The ask was to export records in this particular related only. I started off trying to construct my own Excel sheets to be downloaded and then just exporting the entire record's contents into excel until I found the Detailed Portrait PDF export in the context menu. This prints out a PDF with your current form view and looks great.
(and since related lists don't have export OOB) I was able to figure out that you could take the Detailed Portrait context menu code and pass some of your vairiables to get this export to work from a ui action button!
You can add this to your own UI action on a related list by doing this code:
Onclick: runContextAction()
Condition: RP.isRelatedList()
Script:
function runContextAction() {
var sysparm_rows = g_list.grandTotalRows;
var num_rows = parseInt(sysparm_rows);
var sysparm_query = "change_request.sys_id=" + g_form.getUniqueValue();//add in your own sysparam query here you can get this from the URL when you do your own query
var sysparm_view = g_list.view;
if (num_rows < g_export_warn_threshold) {
var dialog = new GwtPollDialog(g_list.tableName, sysparm_query, sysparm_rows, sysparm_view, 'unload_pdf+');
dialog.execute();
return;
}
var dialog = new GwtExportScheduleDialog(g_list.tableName, sysparm_query, sysparm_rows, sysparm_view, 'unload_pdf+');
dialog.execute();
}
It's as simple as that! 🙂
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Hi Mitchell Moses,
I am working on creating another context menu, beacsuse I am unable to fetch the images on kb_knowledge while extracting the pdf. Any idea how to achieve it. The context menu is OOTB but I need to have a different menu only for knowledge article.
Help!
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Hi Mitchell Moses
Can i custom form of excel?

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Have you done any work with this in Workspace?
I'm getting error when trying to implement Workspace List Action in Client Script:
Error while running Client Script "GlideScopedScript": ReferenceError: GwtPollDialog is not defined