Export a Grid in the Desktop Client
Export a grid to use CSM data in other applications for reporting or display purposes. You can export to a .csv or Excel file.
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.)
To ensure a
manageable amount of data is displayed, grids that are displayed in the CSM Desktop Client (except
those in the Form Arrangement) are limited to a maximum of 20,000 rows even though there
may be many more rows of data available. To access all of the data in a grid, export or
print the grid. 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
export or print 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: