Service Manager powered by HEAT

Example: Working with the Export Data Quick Action

•Before Creating an Export Data Quick Action

•Creating an Export Data Quick Action

•Running the Export Data Quick Action

Before Creating an Export Data Quick Action

You can create a quick action that exports either an ad-hoc or a scheduled report.

See Service Manager powered by HEAT.

1.Create an export data connection from the Data Integration Wizard by following the process in Exporting Data. For this example, create a connection that creates a file by selecting Shared Folder. (File share is only available for on-premise deployments.)

Data Integration Wizard

2.Create a report template and upload it.

3.Create a table report that includes the fields to use. See Creating Reports and Report Templates.

Creating an Export Data Quick Action

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Click Add/Edit for the Incident business object. The Quick Actions Center appears.

3.Click the Create New Actions tab.

4.Choose Export Data. The Export Data quick action appears.

5.For this example, enter the following information into the fields.

Export Data Quick Action

Field	Description
Enter action name	A unique name for the quick action. In this example, use Run Data Export.
Enter action description	Optional. A description of what the quick action does.
Enter category	Optional. The category. Select from the drop-down list.
Report Name	The report that you created above. Select from the drop-down list.
Can run for multiple records	Allows the action to be run against multiple records.
Connection	The connection. Select from the drop-down list.
Schedule	Optional. The schedule for the quick action so that it runs at a scheduled time, such as within a workflow.
Report Parameters	Parameters appear according to the chosen report. In this example, under Source Value, enter Main.
Export Format	The export format. Select from the drop-down list. In this example, choose Comma Separated Values.
Field Delimiter	A field delimiter. Enter one or select from the drop-down list. In this example, choose Comma.
Record Delimiter	A delimiter for each record. In this example, enter '#####'.
Qualifier	Leave this field blank.

6.Click Save.

The Run Data Export quick action now appears under the Action Menu.

Running the Export Data Quick Action

1.Log into the Service Manager Application.

2.Open the Incident workspace.

3.Select one or more records (CTRL + click) from the list. (You can only export multiple records if you have checked Can run from Export Data Quick Action on the Report Parameters page. See Creating Reports and Report Templates.)

4.From the Action Menu, choose No Category > Run Export Data.

Export Data Quick Action

The report runs and is saved to your local drive.