We have an OEM requirement to submit a very specific Excel document that we populate with accounting data from the ERP. Today we have a macro in the excel that pulls the data from the ERP but this is not desirable.
We are looking to have a capability that is launched from the ERP that triggers this excel to be generated outside of the NW platform pulling data via API’s. This is going to be a long running process due to the sheer number of records.
So ultimately we would like for the user to be able to leave and go on with other business in the ERP. Once the excel is generated we would like to be able to attache it to a record. We have done this with great customer success on similar processes that generate PDF’s. It looks like the platform only accepts PDF’s to be generated and downloaded. Is that accurate? Would we be able to attach an excel? We would not expect to be able to view within the platform it but just download it from the record.
You can generate Excel files using Nextworld’s traditional reporting toolset per the screenshot below. However I think the problem might be in your case that the file is ‘dumb’ and doesn’t get generated with Excel formulas that you might want to include. There is an idea in Nextworld’s backlog about having the Excel generation process, instead of creating a whole new file, inject an Excel Worksheet to a pre-existing Excel template file. If that were possible you could conceivably pre-load the template file with formulas and formatting, and then have Nextworld inject one of these ‘backend’ type of worksheet on demand and create a combined whole new Excel file that brings the two together.
Yes but I am also asking for something simpler here. If I have a generated excel file can I pass it to the ERP via API and attach it to a row as an attachment so that I can download it in the future.
As far as I know it is possible to have an external system push a file into Nextworld via the attachments APIs. I’m not aware of any file type restriction when done this way:
It’s also possible to have Nextworld initiate an outbound API call and get a file back as a response, but when done this way, the only current file type supported is PDF
