Service Manager
Export Data Quick Action
•About the Export Data Quick Action
About the Export Data Quick Action
Use the Export Data quick action with the data export integration connection. See Exporting Data.
Export Data Quick Action
Multi-select parameters are not supported for this quick action. Use simple text parameters.
Only a simple table valued report template can be exported. Grouped records are not supported.
Parameters
| Parameter | Description |
|---|---|
| Enter action name | A unique name for the quick action. |
| 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 name. Choose from the drop-down list. See Working with Reports and Report Management. Check Can Run from Export Data Quick 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 |
The type of file to export: CSV (Comma Separated Values): Field values are separated by commas (CSV). Excel: File can be opened by Microsoft Excel (.xls or .xlsx). XML: Generic data can be read by other systems. |
| Field Delimiter |
Appears when you select CSV (Comma Separated Values). The field delimiter (for example, #). Enter a value or choose an option from the drop-down list: Comma (,) Colon (:) Semicolon (;) |
| Record Delimiter | Appears when you select CSV (Comma Separated Values). The record delimiter (for example, % or ###). |
| Qualifier | Appears when you select CSV (Comma Separated Values). The character to use as an escape character (for example, %%%). |
Actions
| Button | Action |
|---|---|
| Save | Commits your settings. |
| Cancel | Exits without saving. |
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