Help to configure Excel Export Model

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I was trying to use the Excel Export module when doing the accdemdy training as the training is not vaild any more but I have got stuck converting the documentation to be intergerated with the example.I have a few issues:I'm not sure how to set the entity access for the market place module, I granted access to the Admistrator role, I though this would be enough?I created the sugested microflow to create the document but this is never used? and the one to copy the data and linked it to a button but nothing happens when I click the button.I'm not sure the documentation is so clear.I tried to attach a breakpoint it seems like the NewPolicyDoc is never populated with infomation?
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3 answers
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Hi Toby,


A few things that may help:

  • Grant the Excel Export module User access to the user role that will actually use the export functionality. The Administrator role should also have Admin access so Admin User can configure the export templates.
  • Check the "Use Me" folder inside the Excel Export module. It contains complete implementation examples and is the best place to start.
  • What I usually do is duplicate or copy the example microflows and adapt them instead of creating everything from scratch.
  • Log in as an Administrator and create an Excel Export configuration/template with a specific name. In your microflow, retrieve that configuration by its Name (or use its ID) and pass it to the export action along with the data you want to export.


If NewPolicyDoc is never populated, it's likely that the export configuration/template isn't being retrieved correctly or no data is being passed into the export action.


Kindly mark this as the accepted answer if it helps.

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I had these roles applied to the app users already but it didn't fix it, I created some more Entity access permissions for the entities that only had Configurator and created access rules for the Exported_ParentXPath and the security is now happy, I'm not sure why this was needed?


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I checked the defaults from the module in the marketplace only the Exported_ParentXPath was needed to make it work

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