Advanced Search Results Export to Excel

[kirkk]

I have setup 4 advanced searchs of change orders that I export the results to excel sheets.  The sheets then feed a Microsoft Power BI dashboard.  The data is currently updated manually by clicking through and exporting to overwrite the sheets.  I want to setup the job processor to do this once an hour.  Is this possible? Or some other solution...Thanks for the help.

[Nick_Hall]

Hi

Setting up the job processor to do what you want is relatively easy.

You need to

• Create a job processer add-in - there is an example in the JobProcessorApiSamples folder of the SDK
• In the job handler, set up your search parameters and execute the searches using ChangeOrderService.FindChangeOrdersBySearchConditions
• Read the results and output them to an Excel file

Schedule the job processor add-in at the relevant interval once you have the job processor add-in working.

Personally, I wouldn't do it that way. I would write a PowerShell script to

• Log in to Vault
• Set up your search parameters
• Execute the searches using ChangeOrderService.FindChangeOrdersBySearchConditions
• Read the results and output them to an Excel file
• Use Task Scheduler to run it

For a simple one-off task, it's much faster than writing a JP add-in

There is an AU course on using the Vault API with PowerShell here - https://www.autodesk.com/autodesk-university/class/Feel-Power-Between-Vault-and-PowerShell-2019

There are a couple of extra things that you might need to do with modern licensing. Markus Koechl has documented them on this forum such as this post which covers 2023 versions - https://forums.autodesk.com/t5/vault-customization/vault-api-login-problem/td-p/12164601

Hope that helps

Nick