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Question : When the Entity or item is created in N...
# administration
s
Question : When the Entity or item is created in NetSuite, they want to create a Excel with 4 to 5 fields export it out of NetSuite, is there a automated way to do this
u
You could create an excel file using SuiteScript. But I am wondering about the whole use case for this one, is it just a single excel file per entity or item or is there a many to one relationship between the record to the excel file?
s
its probably one to one, every time they create something they want it in excel, I will ask if they want to do it at the end of the day,s so they can get everything they did during that day. but currently they don't want to do anything extra other than Entering Data in NetSuite when they save that data they want excel file downloaded, and they will link that excel to the QMS that we are using.
k
You might be able to do this with a saved search on record create/update.
s
I mentioned the email part, they don't want the email. i guess they want to do download the excel and link it to the QMS.
k
Oh - so they want it done on record save?
like hey "i just created this item, immediately download something to my computer where I am going to upload it"
That seems overly reliant on human beings. I'd be far more inclined to have an automated process that pushed to a specific spot.
s
they will have a logic that will read the netsuite file and add those changes to QMS, they don't want to human interaction
they want to store it on share cloud or network drive
k
Yeah, you'll have to script this involving an XML -> Excel process.
Rough steps 1) Format Excel File how it needs to look 2) Convert file to XML doc 3) Write script to generate XML that looks like the doc 4) convert that XML doc to an excel doc. 5) Write necessary script to get file in correct place.
s
hmm okay but someone can write a script that will create an excel and store it on Network Drive and it is doable, i just want to make sure that part.
k
To get it onto your Network drive, I'm guessing you'll need an SFTP file transfer or something.
which is doable - my firm has written things like that
s
and approximately 15 -20 hours or more?
k
Doable and "the right way" might not be the same thing here though. I'd probably explore other options if I could.
Whole process? Way more.
there's always some little wrinkle that comes up.
the real time aspect I'd expect to struggle with a bit. Probably a user event script to call a scheduled script to do the actual work.
s
yeah I know something new always comes up,
real time, may not that big of deal, they just want each file to be created separately, but i am guessing they don't want it at the end of the day, otherwise they would be fine with summary.
u
since it is just a couple of fields, it should be doable within a user event script. you could just have an XML file which will serve as your excel template it should be fine... you could use a templating engine of simpy using string replace to handle the logic of putting the values into the XML template and save them as files
s
yeah its only about 4 to 6 fields max per record.
k
I'm not generally a huge fan of doing stuff on save that connects externally. Recipe for "hey, NS is having a bad day... and now my records are taking 4 minutes to save if they save"
u
yeah. you could just async it is the external service would potentially be really slow... unless you have really few SCPs and you have too many records.... coz that will clog up your SCPs
s
thats getting little technical for me
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