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Status Not Planned
Categories Workflow
Created by Guest
Created on Sep 9, 2021

Excel export within a workflow

Please consider adding the ability to create an Excel file with smart object list data in it within a workflow with the ability to then attach that file to an E-Mail inside of the workflow.

We had this ability via a custom broker with K2 On-Prem, but alas, not available in K2 cloud. The export to Excel in a list view is handy, don't get me wrong, but we need the ability to generate reports in K2 and attach them to an e-mail within the context of a workflow.
  • ADMIN RESPONSE
    Sep 8, 2022
    Thanks for submitting your feedback! We have no plans to add a new Excel integration service broker to K2 Cloud at this time, so your best option is to look into using the JavaScript Service Provider to accomplish your integration. Thanks!
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