How do I export field values from Cflow to Excel?

Cflow allows you to export workflow data directly into Excel spreadsheets using the Excel Export feature. Follow the steps below to set this up and perform the export.

  • Navigate to Workflow Setup from the left menu.
  • Select the workflow you want to export data from (e.g., Expense Report).
  • Once inside the workflow, go to the Advanced tab.
  • From the left menu under Advanced, click on Import / Export.
  • Choose the Initiator stage (Excel Export can be configured only at this stage).
  • Select the Excel Export tab at the top of the screen.
  • Toggle Excel Export to ON.
  • Click Select All to export all fields or enable only the specific fields you want to export.
  • Click the Save button in the bottom-right corner to save your configuration.

Once this is done, an Excel Export icon will appear in the Stage Inbox screen.

To Export Data to Excel:

  • Go to the Workflows menu and open the desired workflow (e.g., Expense Report).
  • In the top-right of the Stage Inbox, click the Excel Export icon.
  • This will download the selected field data as an Excel file.