How do I export field values from Cflow to Excel?

You can export data from your workflow in Cflow to Excel spreadsheets using the Excel Export feature.

Steps for setting up the Excel Export feature is given below:

  1. In the Control Center, click on the edit icon in a workflow.
  2. Select the Workflow Stages menu -> click on the initiator stage of the process in a workflow.
  3. Click on the Import/Export from the left menu.

Workflow edit

To export the field values from Cflow to Excel, turn on the Excel Export toggle. Turning on the Excel Export toggle enables the export icon in the stage inbox. In the Excel Export, turn on the fields that you want to export to an Excel file and click on the Save icon at the bottom of the page.

export data

Click on the export icon exp icon in the stage inbox to export the field values from Cflow to Excel.

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