Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents


Introduction

Export As CSV/Excel plugin lets user export any of their data lists into CSV/Excel. Plugin configurations allows changing delimiters (for csv), adding headers and footers, data selection, and renaming file. To start using the plugin, from the List Builder, from the 'Actions' section, drag and drop the 'Download CSV/Excel' column into the workspace.

This plugin source code is available in JogetOSS repository at https://github.com/jogetoss/export-csv-or-excel.

You may download it from https://github.com/jogetoss/export-csv-or-excel/releases/.


Plugin Information

Plugins Available in the Bundle:

  1. Download CSV or Excel

This plugin bundle is compatible with Joget DX 8.


Expected Outcome

Export As CSV/Excel plugin lets user export any of their data lists into CSV/Excel.

Figure 1: Download CSV or Excel button to download file


Get Started

Steps

How to install the plugin

1. You can obtain the jar file by the latest release at https://github.com/jogetoss/export-csv-or-excel/releases/.

2. Upload the plugin jar file in Joget by going to Settings → Manage Plugins.

3. Go to List Builder you would like to add the plugin to.

Figure 2: List Builder 


4. Drag the Download CSV or Excel element from the Actions section.

Figure 3: Drag the Download CSV or Excel Action


5. Configure the plugin by referring to Download CSV or Excel Action Properties.

Figure 4: Fill in the plugin configurations


6. Save and preview the list.

Figure 5: Save the datalist

How to use the plugin

1. Go to the UI and view the datalist. You can see the button added. Click on it. 

Figure 6: Datalist in UI


2. You will be able to download the file as configured csv or excel format.

Figure 7: Download the CSV file


3. You can open the CSV file in any file viewer and view the contents of the selected rows of the datalist.

Figure 8: CSV in Microsoft Excel

Downloading Large Contents

1. For downloading with CSV, it will show the download bar in the Downloads.

Image Added

Figure 9: Downloading with CSV


2. For downloading with Excel, if configuration for Download in Background (Excel only) is set to "Yes", a new window will pop out, showing the images below.

Image Added

Figure 10: Downloading with Excel Pop Out Window

Image Added

Figure 11: Downloading with Excel Pop Out Window 2

Image Added

Figure 12: Downloading with Excel File Downloaded


Download CSV or Excel Action Properties

Configure Download CSV or Excel Action

Figure 13: Plugin Configurations

FieldDescription
LabelField to be displayed on the button
Download As *The type of file that will be downloaded. Being either CSV or Excel
Delimiter (CSV only)

Symbol to be used as delimiter for CSV files (if left blank, will default to a (,) comma)

Include Footer (Column) *Inclusion of the footer column in the file
Confirmation MessageDefault joget plugin configuration. Is not used in this plugin.


Figure 13: Plugin Configurations Advanced Setting

FieldDescription
Custom Header *Allows the changing of header row names
Custom Footer *Allows the addition of footer row
Export All Records When None SelectedDownload all records when user does not select any record


Figure 13: Plugin Configurations File Setting and Download Setting

FieldDescription
Rename FileRenames the generated file name, Defaults into "report.extension"
Download In Background (Excel only)

Allows the generation and downloading of excel files to run in the background.

This config is useful for when users would like to download large data lists as it will maintain a connection to the server while generating large files.

If this config is not turned on when generating/downloading large excel files. There might be a risk of server timing out.



Related Video Tutorials

View file
nameUsing the Plugin_ Download CSV or Excel.mp4
height250