Export core record grid details

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Overview

You can export the details shown in the core record grid on the Results tab. You can also export the details shown in the related item details grid within a core record.

The resulting export file will include up to a maximum of 10,000 records. This limit cannot be increased; it prevents large amounts of data being sent, which can affect application performance.

 

Export records

This method will export the details shown in the grid in a CSV format. You can view and edit the output in MS Excel or similar.

1.     Search for the records you want to export, or if you want to export all the records listed in the grid, just go to step 2.  

2.     Click the Export button on the toolbar.

3.     Depending on your browser, you may see a prompt asking what to do with the file. Generally, you can Open or Save it, or Cancel the request.

Result: The system will generate a CSV file that contains grid details for all the records listed. The file will have the relevant page name and today's date as the file name.

 

Export related item details

Open the record and display the related item grid. Click the Export link on the right above the related item grid you want to export.  

Result: The system will generate a CSV file that contains the details shown in the grid for all items in the related item. The file will have the relevant page name and today's date as the file name.

 

Related topics

        Add a core record

        Edit a core record

        Delete a core record

 

ID: Export_record_details.htm