Export Data Quick Action
- Classic Action Designer: Export Data Action
About the Export Data Quick Action
Automate data extraction in various formats for reporting by using the Export Data action with the data export integration connection. See Exporting Data.
Multi-select parameters are not supported for this action. Use simple text parameters.
Only a simple table-valued report template can be exported. Grouped records are not supported.
Parameters
To access the parameters, select the Action Block to display them in the Settings pane.
Action Block Settings
Report Parameters
Block Label: A unique name for the block. This is useful to identify each action when you have more than one of the same action block added or cloned in the design area.
Click Report Parameters to open the Report Parameters interface in the Graphical Action Designer workspace.
From the Report Parameters interface, you can configure the following:
- Report Name: The report name. Choose from the drop-down list. See Working with Reports and Report Management. Check Can Run from Export Data Action within the report configuration page.
- Can run for multiple records: Includes data from multiple records.
We recommend, as a best practice, including a unique field, such as RecID, in the dataset.
- Connection: The defined connection. Choose from the drop-down list. Administrators create the connections. See About Configuring Data Integration.
- Schedule: The schedule. Choose from the drop-down list. See About the Schedule Entry and Scheduled Jobs Workspaces.
- Report Parameters: The report parameters are automatically generated based on the chosen report. Not all reports contain parameters. In the Source Value field, you can use a field, enter an expression, or enter a specific value. Only non-scheduled reports (run now) can use expressions.
Export Format
Select the desired format of the exported report from the drop-down menu. Choose from:
- CSV (Comma Separated Values): Field values are separated by commas. When you select CSV, three more options appear:
- Field Delimiter: Enter a value or choose an option from the drop-down list to use as your field delimiter:
- Comma (,)
- TAB
- Record Delimiter: The record delimiter (for example, % or ###).
- Qualifier: The character to use as an escape character (for example, %%%).
- Excel: File can be opened by Microsoft Excel (.xls or .xlsx).
- XML: Generic data can be read by other systems.
Click Save to commit your settings.
Start Block Settings
These settings are accessed by selecting the Start Block, refer to Start Block Settings.
This action does not respect the Auto-save checkbox option in the Start Block settings. It does save changes directly to the database, but please ensure that the behaviour you expect still occurs.