Tutorial Steps

  1. In runtime, navigate to the userview menu that contains your desired datalist, e.g: Datalist Inbox, CRUD, etc.



  2. At the bottom right corner of the userview menu, look for the export links that you require, and copy the link.
    The datalist attachment can be in formats of CSV, Excel, XML, or PDF.

  3. In the Email Tool, go to Attachments tab.
    Paste the link into the Path column in the Files property, then name the file in File Name column to your preference.

    See here for more info about email attachment configuration: Email Tool - Configure Email Attachments



Dynamically Filter Records in Datalist Attachment

You can use Hash Variable & Datalist Filter's URL request parameter in the email attachment Files URL path to dynamically filter records in the datalist attachment.

Using the default Expenses Claims app as an example:

Use Case Scenario : Dynamically filter the records in My Inbox list to only show expenses claims that is submitted by the current logged in user, as a PDF attachment in email tool.

The URL path to download a PDF format of My Inbox list without any filtering looks like: 
http://localhost:8080/jw/web/userview/expenseclaim/home/_/myin?6578706f7274=1&d-944469-e=5

Now if we want to filter the results in the datalist attachment via "Submit By" datalist filter, first we need to determine the datalist filter's URL request parameter in the filter's properties, which is d-944469-fn_claimant in this case.

Then, we can now append the filter's url request parameter along with its value or hash variable to the URL path, so the URL path should now look like:
http://localhost:8080/jw/web/userview/expenseclaim/home/_/myin?6578706f7274=1&d-944469-e=5&d-944469-fn_claimant=#currentUser.username#


Related Tools