Export a Grid
Export a Grid to use CSM data in other applications for reporting or display purposes.
You can export any available field in the Business Object or related Business Object (Business
Object in a 1:1 Relationship with the selected Business Object.)
Grids that are
displayed in the CSM Desktop Client (except
those in the Form Arrangement) are limited to 20,000 rows even though there may be many
more rows of data available. In the Form Arrangement, Grids are not limited for displaying
data, exporting, or printing.
Search Results Grids allow you to select multiple records at one
time and export the contents or run a One-Step Action on those selected records. On
all other types of Grids, exporting or printing a Grid will print or export all rows
of data.
For example:
- Export customers to a .csv file to use a spreadsheet tool to manage a mass-mail communication.
- Export Priority 1 Incidents to use the data as text in a report or presentation.
- Export Knowledge Articles to include them in a troubleshooting manual.
To export a Grid in the Desktop Client: