Plugin Mode

Excel Output Upon Approval

Summary

When you open the details screen, if the record’s status matches a specified value and the attachment field for the Excel document is empty, create the Excel document and attach it.

Smartphone support

This plugin supports smartphones.

How to use

Choose the target status, template app, and the key field and value used to find the template record. Select the attachment field for the generated file.

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

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.

Status for generating reports

Please select the status for exporting to Excel.

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()

Output Field

Please specify where to save the file.

The following field types can be selected.

  • Attachment

Fields inside tables cannot be selected.

Restrictions

The actual trigger is opening the record details page. The plugin does not run at the moment the status changes; it checks the conditions (the status value and whether the Attachment field is empty) when the details page opens. Operation is not guaranteed in apps where the field code of the Record number field has been changed.

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

Actions

Conditions