Create XLS Reports From Related Actions

If you want to get the most out of your 8.5x toolset you need to start leveraging the power of related content and actions.  One way to improve UX is to generate on demand reporting right from the transaction.

Related actions can be used to call IScripts and IScripts can be used to generate XLS reports and send them to directly to the user.  Below is an example of a report we generate for Succession Planning, this report exports all the plans within the current users organization and break them up by Line of Business, with each line of business on its own worksheet.

To Generate Speadsheets from Related Actions, start by down loading my example project that can be found here.  (Note, if you cannot get to this content, your firewall is blocking it).  After installing this project, at your own risk, into a development like PeopleSoft environment, then you need to configure your Related Content Service:

After you configured your Related Content Service you need to configure your new service to work on the Company Content Reference.   Make sure you also grant your test user access to your IScript, because it will not show up unless you have explicit security to the content, meaning PeopleSoft Admin role will not cut it.

Then Click into the Configure button above and Map the Menu option to the Company on Level 0 of the component, 

Now you are ready to view the end result.