Generating an Excel File from a ServiceNow Form Submission

[RachidB]

Hello ServiceNow Community,

I hope you're all doing well. I am seeking assistance with a requirement from a client that involves generating an Excel file based on form submissions within ServiceNow. The specific need is as follows:

Scenario:
The client wants to allow users to fill out a form in ServiceNow and then click a button to generate and export an Excel file that contains the data entered in the form. For instance, if the form includes fields like Name and Category, with values Name = Mohammed and Category = Software, clicking the button should produce an Excel file with this information.

Detailed Requirements:

1- Form Setup:

The form will capture specific details such as Name, Category, and possibly other fields.

2- Button Implementation:

A button should be available on the form. When clicked, it triggers the process of generating an Excel file.

3- Excel File Content:

The Excel file should contain the data entered in the form fields. For example, if the form fields are Name and Category, the Excel file should have these as headers and their corresponding values.

[RachidB]

Please anyone can help, by suggesting a way to generate excel file from a form.

[Amit Pandey]

Hi @RachidB 

You can take an excel export after the form is submitted from the list view. I don't understand your requirement. Can you help me the use case of this requirement?

Regards,

Amit

[RachidB]

Yes, I totally agree with you, but exporting from a list does not contain all the data. Our requirement is to create a UI action (button) that, when clicked, retrieves all the data. For example, for a catalog item, I should get UI policies, conditions, and the actions corresponding to them, as shown in the picture.

[Amit Pandey]

Hi @RachidB 

I don't think it is possible. You need to think of workarounds outside ServiceNow.

Regards,

Amit