Transaction Download

In addition to the Export and Export All actions that appear on each grid within a transaction that export results in a given transaction grid, CGI Advantage allows you to download data across a transaction into a user-selected template (for example an Excel spreadsheet), which can then be saved as an external file and is available for use outside of Advantage. Any transaction is eligible for download, regardless of the transaction’s Phase, Function or Status. The download functionality is limited; however, by the templates that have been defined for your site. Be aware that the download capability is a securable action so you may not have authority to do a download.

The page for downloading is the Transaction Templates page, which can be accessed by selecting the Download Transaction link from the transaction level menu. The page will display all the available templates for the given transaction code, with an associated Department and Description to help you choose the correct template.

Field Name	Field Description
Transaction Department	As different departments could have different download needs for the same transaction code, CGI Advantage provides that capability. When a template can be used by multiple departments, the wildcard of ALL is used.
Template Name	Each template is given a name to convey information such as the use of the template.
Template File Name	This field provides the name of the file that will be generated in the defined file location.
Target Application	An indication of the intended type of output file that will result from the download, such as Microsoft Excel for a template file ending with an .xlsx extension. However, if your site has a local setting which associates the .xlsx extension to a different application then that setting will prevail.
Maximum Download Lines	The maximum number of lines of information that can download from a transaction, as defined by your system administrator.

Generate File – This action initiates the download process. You are then prompted to either Open the file to view it immediately, Save it to a local location or Cancel the download process. It should be noted that you must explicitly save the file to a local location as the file will not otherwise be saved within or outside of Advantage.