Help Center>Foundation Help

Exporting Winshuttle Workflow data with Excel Workflow Data Dump

Use the Excel Workflow Data Dump page to define and export Workflow data to a SharePoint list as .CSV or .HTML, and (optionally) send email notifications to 1 or more email recipients.

Excel Workflow data dump screen
  1. Next to Site, select a SharePoint site from the dropdown menu.
  2. Next to Save To, select a SharePoint document library from the drop down menu. (This menu will be automatically populated based upon the site selected in step 1.)
  3. Next to File Extension, select .CSV or HTML.
  4. (Optional): Next to Send Notification to, enter one or more email addresses (separated by commas if you are sending to more than 1 address).
  5. Click Save.
  6. Open the SharePoint file library specified in step 2.
  7. Click on the file to open it.