Services Plugins FAQs

Repeating Group to CSV Download Plugin without a link example

Hi,
Is it possible to download Csv without without link creation to download for better UX.
In the demo example, the plugin generates a link to download the file. However I need to export the csv on click of a button “Export”.

Also I unable to find Download A CSv rg-to-CSV in action. Any reason why?
Thanks
Satish

Hello, @satish.sreenivasan. Thanks for your question.

Sure. Just use the “open an external website” action and use as a path the resulting CSV file link:
image

Make sure you have placed the plugin element on the page. Without it you won’t see the plugin’s action available in the workflow.

If you have any questions, please feel free to ask.
Cheers :slightly_smiling_face:

Hi @kate thanks for the inputs. I did do the setup but when I click on the export the page just refreshes no download is initiated


Also as you can see in the above image I have many header columns that are not in the Actual Header group. Any tips on how to add custom header columns?

And Also does the above workflow you have suggested downloads immediately?
Thanks
Satish

@satish.sreenivasan ,

Please make sure you have done the same. This is a workable setup:

I’d recommend you to separate action for opening a CSV file in a new tab since for some reason it indeed refreshes the page if you are manually typing table captions.


Please take a look:

Hope it helps! :slightly_smiling_face:
Have a good weekend ahead

Hi @kate
It worked. Thank you very much.
Just another question as in my case I have many headers, is there a way i can ignore or remove any headers?

Big thanks for awesome support

1 Like

@satish.sreenivasan ,

Apologies for the delayed reply :pray:

I’m afraid it is not possible at the moment. The plugin tries to convert everything it sees inside the Repeating Group.

Please let me know if you have any other questions.
And if you like our plugin, please do not hesitate to give it some appreciation :grin::+1:

Have a good day. :slightly_smiling_face:

Hi Kate,
Thanks for the info. I think there is a way to do that with a current plugin capability. I just setup a,c,d in the manual headers and after I received the export from the system I mapped and changed the headers and it works

Another question if thats ok to see if I can do a work around on the performance.
So how about

  1. I set another repeating group hidden behind what I have on the current Repeating group with a horizontal layout of all the headers and fields and when I trigger this event I can download the Csv?

  2. In the above scenario I can see the limitation as only fixed rows can be exported, is there a way I can export larger data sets through email?

Thanks
Satish

1 Like

@satish.sreenivasan ,

Oh, that’s a good idea, thanks for sharing it! :thinking:


No, unfortunately. You can not convert to CSV the content of the Repeating Group which is hidden, because it is not rendered on the page.


To get the whole RG’s content you need to have it (RG) Full List (for old responsive) and a maximum number of rows (for new responsive). This is the only way, I’m afraid:
(some messy examples below :arrow_down: )

Summary


Hope it helps :slightly_smiling_face: