Service Manager

Exporting the Contents of a List

You can export the contents of a list and save the contents as in the following file formats:

•Microsoft Excel 2007 and later (.xlsx)

•Microsoft Excel 2003 and earlier (.xls)

•Comma Separated Values (.csv)

•XML (.xml)

The Export to Excel quick action performs the export function. To obtain the desired results, you must choose the file format before you export a list.

For any field name that contains a space, the quick action removes the space when you export to XML.

Choosing the Export File Format

1.From the application, click Action Menu > Edit Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Under the Your Actions tab, expand the Form Actions menu and choose Export.

The application displays the Export to Microsoft Excel quick action.

3.Click Edit to start editing the quick action.

4.From the Export Format drop-down menu, select the export file format to use.

5.Click Save.

For each column header, you can export a field or a value expression, but not both.

Exporting to an External Connection

By default, the application exports data to your browser. However, if you have an external data connection, for example to a remote host, you can export to that connection. To create a remote host connection, see Exporting Data.

1.From the application, click Action Menu > Edit Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Under the Your Actions tab, expand the Form Actions menu and choose Export. The application opens the Export to Microsoft Excel quick action.

3.Click Edit to edit the quick action.

4.In the Advanced Option section, from the Export To drop-down list, select the remote host connection to use.

5.Click Save.

Exporting the List Contents

Before you export, choose the file format you want.

1.Within the workspace with the records to export, from the Action Menu choose Form Actions > Export.

2.In the Confirm dialog box, click Yes to export all the records or click No to export a single selected record.

3.In the File Download dialog box, click Save to save the exported file and then navigate to a download location. If you click Open, the .xlsx, .xls, and .csv files open in Microsoft Excel. The .xml files open in your default XML editor.

The file name indicates the date and time the file was exported. For example, Export2018_29_8_14_05_37.xml means that the file was exported at 2:05 PM, plus 37 seconds, on August 29, 2018.