Creating Excel File using Utility spoke action in flow designer
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06-24-2025 09:04 PM - edited 06-24-2025 09:04 PM
Disclaimer: This requires the STARTER pack for #IntegrationHub (the smallest package) or license to use the Utility Action Spoke.
Sometimes you need to extract data from ServiceNow – across multiple tables, different record types, and even static text. This often makes it difficult to use database views or reports alone. Some teams resort to scripts that output CSV strings for copying into Excel. That approach is error-prone and far from elegant.
So what’s a better solution?
Zero code
Flow Designer
IntegrationHub Utility Spoke
This article walks you through exporting data from ServiceNow into a .csv file using only Flow Designer and out-of-the-box Utility Spoke actions.
Prerequisites
Before you start, ensure:
IntegrationHub Starter Pack is licensed and active
Utility Spoke plugin is installed and updated
You have appropriate permissions (flow_designer, admin, or sn_util.admin)
Step 1: Create a File Schema
Navigate to:
IntegrationHub Utilities → File Schemas → New
This schema defines the columns and structure of your final file. Decide:
What column names do you want? (e.g., "Request Number", "Quantity")
What data types are used? (string, choice, etc.)
This is product documentation link for creating file schemas : Creating Schema
Example schema definition:
Step 2: Create a Flow in Flow Designer
a. Set a Trigger
Create a new flow and define a trigger.
Example triggers:
Catalog Submission
Record Updated
Scheduled Flow
Manual for testing
b. Add Action: Begin Delimited File
Search for and add the "Begin Delimited File" action from the Utility Spoke.
Set the inputs:
File name: export_data.csv (must end in .csv)
File type: CSV
File schema: The schema you created in Step 1
This sets up the base structure of your file.
c. Add Action: Append to Delimited File
Add the "Append to Delimited File" action to your flow.
For each row of data (e.g., from a multi-row variable set or GlideRecord list), append a row using:
The same File record from the "Begin File" action
The same File schema
Field values: Map each schema column to a variable, static value, or data source
Repeat this step in a loop if appending multiple rows.
d. Add Action: Build File
After all rows are appended, add "Build File" from the Utility Spoke.
Input:
File: The record from "Begin Delimited File"
This finalizes the CSV and generates an attachment record behind the scenes.
e. Add Action: Get Attachments on Record (Optional)
To access and reuse the generated file, use:
"Get Attachments on Record"
Source Record: The File from the "Build File" step
This retrieves the actual file attachment object.
f. (Optional) Move or Send the Attachment
You can:
Use "Move Attachment" to attach the file to a catalog item or incident
Use "Send Email" to email the CSV file to a user
Use "Create Attachment" to place the file on any record
In most cases, you'll loop through attachments and move them to your trigger record (like a RITM).
Step 3: Test Your Flow
Test the flow using a record with valid data. After running, open the associated record (e.g., RITM or Incident) and confirm the .csv file has been attached.
Summary
With just a few actions and no scripting, you’ve now created a fully functioning Excel/CSV export process using Flow Designer and the Utility Spoke.
Key Benefits:
No code required
Reusable file schema
Works with multi-row variables, GlideRecords, static text, and more
Can be automated and attached to any record