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 predef…

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

Yes. Created a binary file with excel template. Created an activity to download the file: [image] using this activity able to download the excel. (Tested) 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 Tr…

Pega Constellation: Download excel template

User Experience

MarcCheong (Marc Cheong) July 27, 2026, 8:56pm 4

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

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Constellation - Requirement to download excel template User Experience	4	219	July 27, 2026
Import Excel data to case (and show them in Constellation UI) Knowledge Share user-experience , accessibility , constellation , account-executive , consulting-solution-executive , pega-delivery-leader , robotics-system-architect , sales-consultant , sales-manager , senior-system-architect , business-architect , solutions-consultant , solutions-consulting-manager , solutions-engineer , system-architect , lead-system-architect , experience-designer , citizen-developer , low-code-app-development , case-management , data-integration , app-studio , data-management , data-model , financial-services , manufacturing , government , insurance , cross-industry , other-industry , consumer-services , communications-and-media , healthcare-and-life-sciences , all-products , pega-infinity	23	2527	February 27, 2026
Streamlining Data Entry in Pega Constellation Applications with pxParseExcel Knowledge Share constellation , 24	13	1271	May 8, 2026
File download from a repository in Constellation UI User Experience user-experience , constellation , pega-infinity	5	901	October 3, 2024
How to download excel file configuration. General intelligent-document-processing , pega-infinity	2	246	June 26, 2024

Pega Constellation: Download excel template

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