HowTo:Export Manager: Difference between revisions

Line 8: Line 8:
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:
Return to "Export Manager" page.