export to excel using existing excel template - export-to-excel

I have used Export to Excel Functionality as below:
var table = getReport(param1, param2, param3);
Response.ClearContent();
Response.AddHeader("content-disposition", "attachment;filename=Report.xls");
Response.ContentType = "application/vnd.ms-excel";
System.Web.UI.WebControls.GridView grd = new System.Web.UI.WebControls.GridView();
grd.DataSource = table; // give datasource here
grd.DataBind();
StringWriter swr = new StringWriter();
HtmlTextWriter tw = new HtmlTextWriter(swr);
grd.RenderControl(tw);
Response.Write(swr.ToString());
Response.End();
return View();
where getReport returns data in table format.
Now this creates a new excel file but i want to use existing excel template to create excel output.
How to to add such template to project and how to bind data with it?

The approach you are using now is writing an HTML string to the Response and setting the ContentType to Excel in the Response headers. This does not create a true Excel file, it just forces the browser to launch the file in Excel, and Excel is able to handle HTML files. There is no way to add a template with this approach.
If you want to use an existing Excel file as a template, you will need to use an API that can create and modify real Excel files, such as OfficeWriter. Here is an example of how to bind your DataTable directly to a template file using OfficeWriter.
using SoftArtisans.OfficeWriter.ExcelWriter;
ExcelTemplate xlt = new ExcelTemplate();
//Open the template file
xlt.Open(pathToTemplateFile);
//Create a DataBindingProperties object
DataBindingProperties props = xlt.CreateDataBindingProperties();
// Call the BindData method, passing the DataTable and a name for the datasource
// which will be referenced in the "data markers" in the template
xlt.BindData(table, "DataSource1", props);
//Call the Process method, which binds the data and generates the output file
xlt.Process();
//Stream the file to the Response
xlt.Save(Response, "Report.xls", false);
Disclaimer: I work for SoftArtisans, the makers of OfficeWriter

Related

Unable to view PDF attached with ServiceNow table records

I am able to successfully attach PDF file with ServiceNow table record using GlideSysAttachment API and attachment.write() function in script, however whenever I download and try to open same, I get the error shown in below screenshot.
Code snippet
(function execute() {
try{
var rec = new GlideRecord('incident');
var attachment = new GlideSysAttachment();
var incidentSysID = incident.number;
rec.get(incidentSysID);
var fileName = 'Test_Incident.pdf';
var contentType = 'application/pdf'; // Also tried with contentType as 'text/pdf'
var content = pdf_content;
var agr = attachment.write(rec, fileName, contentType, content);<br>
gs.info('The PDF attachment sys_id is: ' + agr);
}catch(err){
gs.log('Got Error: ' + err);
gs.info(err);
}
})()
I also tried "AttachmentCreator" with ecc_queue within script but same error occurs. Below is code for it.
(function execute()
{var attCreator = new GlideRecord('ecc_queue');
attCreator.agent = "AttachmentCreator";
attCreator.topic = "AttachmentCreator";
attCreator.name = "Test.pdf" + ":" + "text/pdf";
//Also tried, "Test.pdf:application/pdf"
attCreator.source = "incident"+":"+ incident.number;
// Record Table name and sys_id of the particular record
var content = pdf_content; // pdf_content is any string variable
var stringUtil = new GlideStringUtil();
var base64String = stringUtil.base64Encode(content);
var isValid=GlideStringUtil.isBase64(base64String);
var base64String= gs.base64Encode(content);
gs.info("Is valid base64 format in ecc_queue ? "+ isValid);
attCreator.payload = base64String; //base64 content of the file
attCreator.insert();
})()
I am able to attach and view excel and word files with similar scripts without any issues. I have checked system properties for attachments but everything looks fine. I am able to view the PDF file uploaded from UI to particular table records however not the one I attach via REST API or scripts.
I have also tried sending encoded data as bytes, base64 or simple string but nothing seems to work. I don't get any errors and attachment id is returned each time on creation of attachment.
After modifying my code slightly for above functions w.r.t scoped application instead of global; I got some information from logs when I debug:
05:38:38.411 Security restricted: File type is not allowed or does not match the content for file Test.pdf
05:38:38.410 Security restricted: MIME type mismatch for file: Test.pdf. Expected type:application/pdf, Actual type: text/plain
05:38:38.394 App:XYZ App x_272539_xyz_ap: Is valid base64 format in ecc_queue ? true
First a comment: This line in your code is accidentally working -- make sure you understand that a task number is not the object sys_id
var incidentSysID = incident.number; // should be incident.sys_id
Next, it's unclear where the PDF content is coming from. IF your complete code is listed, I would expect the errors given as you have noted that pdf_content is "any string variable."
ServiceNow does have a the capability to create a PDF from an HTML argument.
Generating a PDF from HTML
Here's a helpful blog post for getting a PDF (Platform generated) of an existing record:
Love PDF? PDF loves you too

Dynamics CRM Attachment Data Import Using SDK

I am trying to import Attachments/Annotations to CRM Dynamics, I am doing this using the SDK.
I am not using the data import wizard.
I am not individually creating Annotation entities, instead I am using Data Import Feature programmatically.
I mostly leveraged the DataImport sample from the SDK sample code (SDK\SampleCode\CS\DataManagement\DataImport).
Import import = new Import()
{
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Data Import"
};
Guid importId = _serviceProxy.Create(import);
_serviceProxy.Create(
new ColumnMapping()
{
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
ProcessCode = new OptionSetValue((int)ColumnMappingProcessCode.Process),
SourceEntityName = sourceEntityName,
SourceAttributeName = sourceAttributeName,
TargetEntityName = targetEntityName,
TargetAttributeName = targetAttributeName
});
I am getting an error "The reference to the attachment could not be found".
The documentation says the crm async service will find the physical file on disk and upload it, my question is where does the async service look for attachment files?
I tried to map documentbody field to the full path of the attachment on the desk, but that still didn't work.
The answer below was provided before the question edits clarifying the use of the import wizard instead of the SDK. The answer below is specific to using the SDK.
When you are attaching files to an Annotation (Note) record in CRM via the SDK, you do use the documentbody attribute (along with mimetype), but you have to first convert it base64.
Something like this:
var myFile = #"C:\Path\To\My\File.pdf";
// Do checks to make sure file exists...
// Convert to Base64.
var base64Data = Convert.ToBase64String(System.IO.File.ReadAllBytes(myFile));
var newNote = new Entity("annotation");
// Set subject, regarding object, etc.
// Add the data required for a file attachment.
newNote.Attributes.Add("documentbody", base64Data);
newNote.Attributes.Add("mimetype", "text/plain"); // This mime type seems to work for all file types.
orgService.Create(newNote);
I found the solution in an obscure blog post, I think the documentation is misleading or unclear, the way this whole thing works, makes having the files available on the server disk for the async to process, odd.
To follow the same principle, all contents should be sent like the csv file itself while being linked to the same import.
To solve this we need create individual special Internal ImportFile for each physical attachment, and link it to the import that has the attachments record details.
As you see below with linking the attachments ImportFile using the ImportId and then setting the two properties (ProcessCode and FileTypeCode), it all worked in the end.
Suffice to say using this method is much more efficient and quicker than individually creating Annotation records.
foreach (var line in File.ReadLines(csvFilesPath + "Attachment.csv").Skip(1))
{
var fileName = line.Split(',')[0].Replace("\"", null);
using (FileStream stream = File.OpenRead(attachmentsPath + fileName))
{
byte[] byteData = new byte[stream.Length];
stream.Read(byteData, 0, byteData.Length);
stream.Close();
string encodedAttachmentData = System.Convert.ToBase64String(byteData);
ImportFile importFileAttachment = new ImportFile()
{
Content = encodedAttachmentData,
Name = fileName,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = true,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
ProcessCode = new OptionSetValue((int)ImportFileProcessCode.Internal),
FileTypeCode = new OptionSetValue((int)ImportFileFileTypeCode.Attachment),
RecordsOwnerId = currentUserRef
};
_serviceProxy.Create(importFileAttachment);
}
idx++;
}

Is there any way of suppressing ‘Do you want to save changes to xxx.pdf before closing’ dialog using ABCpdf

We are reading the adobe form template using ABCpdf , populating form fields with values retrieved from database and amending them into a single PDF document and sending the document back as File stream in the HTTP response to the users in a ASP.net MVC App.
This approach is working fine and PDF documents are getting generated successfully. But when the user choose to open the generated PDF file and try to close it, they are being prompted ‘Do you want to save changes to xxx.pdf before closing’ dialog from Adobe Acrobat. Is there any way of suppressing this message using ABC pdf?.
Following is the code we are using to generate the PDF.
public byte[] GeneratePDF(Employee employee, String TemplatePath)
{
string[] FieldNames;
Doc theDoc;
MemoryStream MSgeneratedPDFFile = new MemoryStream();
//Get the PDF Template and read all the form fields inside the template
theDoc = new Doc();
theDoc.Read(HttpContext.Current.Server.MapPath(TemplatePath));
FieldNames = theDoc.Form.GetFieldNames();
//Navigate through each Form field and populate employee details
foreach (string FieldName in FieldNames)
{
Field theField = theDoc.Form[FieldName];
switch (FieldName)
{
case "Your_First_Name":
theField.Value = employee.FirstName;
break;
default:
theField.Value = theField.Name;
break;
}
//Remove Form Fields and replace them with text
theField.Focus();
theDoc.Color.String = "240 240 255";
theDoc.FillRect();
theDoc.Rect.Height = 12;
theDoc.Color.String = "220 0 0";
theDoc.AddText(theField.Value);
theDoc.Delete(theField.ID);
}
return theDoc.GetData();
}
Today I ran into this problem too, but with a PDF with no form fields. I ran #CharlieNoTomatoes code and confirmed the FieldNames collection was definitely empty.
I stepped through the various stages of my code and found that if I saved the PDF to the file system and opened from there it was fine. Which narrowed it down to the code that took the abcpdf data stream and sent it directly to the user (I normally don't bother actually saving to disk). Found this in the WebSuperGoo docs and it suggested my server might be sending some extra rubbish in the Response causing the file to be corrupted.
Adding Response.End(); did the trick for me. The resulting PDF files no longer displayed the message.
byte[] theData = _thisPdf.Doc.GetData();
var curr = HttpContext.Current;
curr.Response.Clear();
curr.Response.ContentType = "application/pdf";
curr.Response.AddHeader("Content-Disposition", "attachment; filename=blah.pdf");
curr.Response.Charset = "UTF-8";
curr.Response.AddHeader("content-length", theData.Length.ToString());
curr.Response.BinaryWrite(theData);
curr.Response.End();
I ran into this problem, as well. I found a hint about "appearance streams" here:
The PDF contains form fields and the NeedAppearances entry in the interactive form dictionary is set to true. This means that the conforming PDF reader will generate an appearance stream where necessary for form fields in the PDF and as a result the Save button is enabled. If the NeedAppearances entry is set to false then the conforming PDF reader should not generate any new appearance streams. More information about appearance streams in PDF files and how to control them with Debenu Quick PDF Library.
So, I looked for "appearance" things in the websupergoo doc and was able to set some form properties and call a field method to get rid of the "Save changes" message. In the code sample above, it would look like this:
Edit: After exchanging emails with fast-and-helpful WebSuperGoo support about the same message after creating a PDF with AddImageHtml that WASN'T fixed by just setting the form NeedAppearances flag, I added the lines about Catalog and Atom to remove the core document NeedAppearances flag that gets set during AddImageHtml.
public byte[] GeneratePDF(Employee employee, String TemplatePath)
{
string[] FieldNames;
Doc theDoc;
MemoryStream MSgeneratedPDFFile = new MemoryStream();
//Get the PDF Template and read all the form fields inside the template
theDoc = new Doc();
theDoc.Read(HttpContext.Current.Server.MapPath(TemplatePath));
FieldNames = theDoc.Form.GetFieldNames();
//Tell PDF viewer to not create its own appearances
theDoc.Form.NeedAppearances = false;
//Generate appearances when needed
theDoc.Form.GenerateAppearances = true;
//Navigate through each Form field and populate employee details
foreach (string FieldName in FieldNames)
{
Field theField = theDoc.Form[FieldName];
switch (FieldName)
{
case "Your_First_Name":
theField.Value = employee.FirstName;
break;
default:
theField.Value = theField.Name;
break;
}
//Update the appearance for the field
theField.UpdateAppearance();
//Remove Form Fields and replace them with text
theField.Focus();
theDoc.Color.String = "240 240 255";
theDoc.FillRect();
theDoc.Rect.Height = 12;
theDoc.Color.String = "220 0 0";
theDoc.AddText(theField.Value);
theDoc.Delete(theField.ID);
}
Catalog cat = theDoc.ObjectSoup.Catalog;
Atom.RemoveItem(cat.Resolve(Atom.GetItem(cat.Atom, "AcroForm")), "NeedAppearances");
return theDoc.GetData();
}

How to open generated PDF in MVC

I do AJAX call to generate PDF from crystal report.
Problem is , how to open PDF directly.
Below is my stuff. It looks, pdf is created but, it just return to view and not able to open PDF.
Please guide me.
Code:
public ActionResult CreatePDF(string paramValue)
{
DataTable dt = new DataTable();
DataColumn dc = new DataColumn("FieldName");
dt.Columns.Add(dcinitial);
DataRow dr = dt.NewRow();
dr[0]=paramValue;
dt.Rows.Add(dr);
ReportDocument oRpt = new ReportDocument();
string path = Server.MapPath("~/PDFDocs/crystalreport.rpt");
oRpt.Load(path);
oRpt.SetDataSource(dt);
MemoryStream oStream = new MemoryStream();
oStream = (MemoryStream)oRpt.ExportToStream(CrystalDecisions.Shared.ExportFormatType.PortableDocFormat);
Response.Clear();
Response.Buffer = true;
Response.ContentType = "application/pdf";
string fileName = "Report";
Response.AppendHeader("content-disposition", "attachment; filename=" + fileName);
Response.BinaryWrite(oStream.ToArray());
Response.End();
return View();
}
Thanks
Don't write to the Response in the controller. Aside from coupling issues and testability, it's confusing the functionality of that controller action. This code is trying to both write the file to the response and return the view.
Instead, just return the file, which you can do directly from the stream:
return File(oStream, "application/pdf", fileName);
However...
I do AJAX call
That's going to complicate things a bit. Ideally this wouldn't be an AJAX call. This is because AJAX doesn't handle "files" in a way you might think. There are options, but it would probably be easier to make this a normal page-level request so the browser can handle the file natively.
Since it's returning a file and not a view, the browser won't unload the current page. (Unless it's configured to display the file instead of save it, though there isn't much you can do about that. The server-side code is properly suggesting that the browser save the file by providing a Content-Disposition header.)

Spring 3 - export data in csv format

I have some data in the DB and would like to be able to export it to a CSV file and provide a link so the user can download it.
Is there any mechanism provided by Spring 3 for this?
Do you know how could I do that?
I guess it should be easy to build a CSV or any text file view. Here are suggested steps:
Create a View class (you can name it as CSVView) extending org.springframework.web.servlet.view.AbstractView
Override renderMergedOutputModel as follows (pseudo code):
BufferedWriter writer = new BufferedWriter(response.getWriter())
response.setHeader("Content-Disposition","attachment; filename=\"file.csv\"");
myDbData = (Whatever) modelMap.get("modelKey");
some kind of loop {writer.write(myDbData csv row); writer.newLine(); }
finally writer.flush(); writer.close();
After that just return ModelAndView with model (object Whatever with modelKey) and view as CSVView in the controller.

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