Pega Constellation: Download excel template

User Experience
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1

The business has Excel templates for bulk processing. They want users to be able to download a template when they click a Template link and then use that same template for bulk upload.

How can this requirement be implemented in Pega Constellation 25.1? Specifically, how can a user download a predefined Excel template from a link or button in a Constellation application?

2

Are you uploading the Binary file as a template at first place? Are you using pxParseExcel to parse the data for your bulk upload?

3

Yes.

  1. Created a binary file with excel template.
  2. Created an activity to download the file:

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using this activity able to download the excel. (Tested)

  1. Need to call this activity from the UI. To achieve this, I tried calling the activity from a Data Transform and then invoking that Data Transform on the radio buttonโ€™s value change event. I also tried the same approach with a checkbox, but neither worked
  2. I need to provide a link to the user so that, when they click it, an Excel template is downloaded automatically.
4

@suchitad does this help? Import Excel data to case (and show them in Constellation UI) - #23 by MarioM17642831

5

Able to solve this.. Thanks

6

Hi suchita,

How did you solve this, I have the requirement to download the Excel template

7

Could you share how you are able to solve this

8

KrishnaMohanK2527 Below are the steps:

1. Store the static document in Pega as a ๐—•๐—ถ๐—ป๐—ฎ๐—ฟ๐˜† ๐—™๐—ถ๐—น๐—ฒ rule.
2. Create a field of type ๐—จ๐—ฅ๐—Ÿ.
3. Create a ๐—ฝ๐—ฎ๐—ฟ๐˜๐—ถ๐—ฎ๐—น ๐˜ƒ๐—ถ๐—ฒ๐˜„ (read-only) that renders this URL field.
4. Place this view wherever you want in the UI.
5. Create a ๐——๐—ฎ๐˜๐—ฎ ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ณ๐—ผ๐—ฟ๐—บ to populate the URL property using the Binary File ruleโ€™s directory + file name.
6. Call this Data Transform from the right place (e.g., pre-processing or via a data page), depending on your design.

9

Thanks suchita

Could you please elaborate on step 5