Plugin Mode

Export Record Details to Excel

Summary

Click the button to create an Excel document from the record’s contents and download it. The document template is the one specified in a template app.

Smartphone support

This plugin supports smartphones.

How to use

Choose the app containing the report template and the key field and value used to find its record. Configure the template attachment field, output filename, button label, and gusuku API key, then click the button to export.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

Parameters

Enter or select a value for each setting unless it is marked optional.

gusuku API key

Enter the gusuku API key used to generate reports.

Label

Enter a button label that makes its purpose clear to users.

Initial value: Excel帳票

Form Template App

Choose the app containing the report template files.

Key Field

Choose the key field in the template app used to find the record containing the template.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Select from the app specified in “Form Template App”.

Key value

Specify the key value used to find the template record.

Template Field

Select the attachment field containing the template file.

The following field types can be selected.

  • Attachment

Fields inside tables cannot be selected.

Select from the app specified in “Form Template App”.

File Name

Please enter the default file name to be used when saving the file. Note that if you leave the default value ( = “Excel帳票-” & todayyyyymmdd() ) as is, the file name will be “Excel帳票-20261001.xlsx.” *The “20261001” portion will be replaced with the current date.

Initial value: = "Excel帳票-" & todayyyyymmdd()

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions