HowTo:Export Manager: Difference between revisions
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The following export field details will assist in building the proper export configuration file. | The following export field details will assist in building the proper export configuration file. | ||
:1. Primary Elements | :1. <font=blue>Primary Elements</font> | ||
::* Export Description: This is the name that will appear when selecting the export feature from a primary object screen. | ::* Export Description: This is the name that will appear when selecting the export feature from a primary object screen. | ||
::* Primary Object: This is the main object you wish to have this configuration available from. Notice exports will appear on ALL screens where this field matches the primary object of that screen. | ::* Primary Object: This is the main object you wish to have this configuration available from. Notice exports will appear on ALL screens where this field matches the primary object of that screen. | ||
::* Text Delimiter: The export file will use this character as the text delimiter for the outbound file. | ::* Text Delimiter: The export file will use this character as the text delimiter for the outbound file. | ||
:1. Export Filters | ::* Export Headers: Checking this field will export the column header names located in the "Export Details". | ||
::* Tab Delimited (Default is Commas): Checking this will change the export from delineation to rows from Comma to Tabs. | |||
:1. <font=blue>Export Filters</font> | |||
::* Property: This is the item you wish to drive the filter from. | ::* Property: This is the item you wish to drive the filter from. | ||
::* Rel Type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property. | ::* Rel Type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property. | ||
::* Value: The value you wish to filter for this property. | ::* Value: The value you wish to filter for this property. | ||
::* Comment: The field is for reference only and has no actual effect on the exporting data filter. | ::* Comment: The field is for reference only and has no actual effect on the exporting data filter. | ||
:1. Exported Details | :1. <font=blue>Exported Details</font> | ||
::* Field Desc: | ::* Field Desc: | ||
::* Pos: | ::* Pos: | ||