Export Records using the Current View - Precisely_EnterWorks - EnterWorks - 11.0

For a complete description of the behavior of multi-language attributes in Current View exports, see Multi-language Behavior for Exports using Current View.

To export one or more records from a repository:

1. Open the desired repository in a Repository View. To do so, open the Feature sidebar, select the desired folder, and select the desired repository.
2. Select the desired record or records in the Repository View. You can select records individually or use Saved Sets, Filters or Search to select the records. A Preference can be defined and enabled to select the attribute values to be included in the export.
3. Open the More Actions dropdown by clicking the More icon on the Repository View's activity bar. Select Export. The Export Configuration Step 1 window will appear.
4. Export Configuration Step 1:
   1. Select Export Type: Check Current View.
   2. Use Advanced Options: If you want to set advanced export configuration options (for more information, see Step 2: Export Advanced Options), check Use Advanced Options.
   Note: If the configuration property export.currentView.linkedAttributes is set to true, you can export all attributes along with their associated attributes to the current view of the user preference.
5. Click Next.
6. If you did not select Use Advanced Options, the export will be started and the Step 3: Export Job Status window will appear.
7. If you checked Use Advanced Options, the Step 2: Export Advanced Options window will appear.

8. Step 2: Export Advance Options:

   Edit the advanced options as desired:
   • File Name: Enter the name of the Export file to be generated.
   • Output Format: Select the format of the Export file.
   • Output Format Language: Column headers will be written in the selected language. If a multi-language attribute is being exported, the Output Format Language's version of the attribute will be exported. If a language is not selected, the session language will be used. For more information, see Multi-language Behavior for Exports using Current View.
   • Effective Date: (Optional) If the Effective Date option is used, EnterWorks examines any Pending Events that relate to the selected records to determine what the records values would be upon that date. It then exports these future record values.
   • File Encoding: Specify the file encoding method to be used.
   • Preference: (Optional) Select a Preference to restrict the list of attributes exported.
   • Transmit: (Optional) Select a Transmission Option to select a transmission configuration and upon generation of the Export file, transmit it.
   • Separate Files For Category Attributes Based on Control Value: If selected, for each Taxonomy node in the selected records, a separate Export file will be generated that includes only the values of global attributes and the Category Attributes attached to the Taxonomy node. This option can be especially useful if the purpose of generating the Export file is to use it to facilitate the importation of data, as there is a 1022 column limit on imported files.
9. When the advanced options have been edited as desired, click Next to continue to Step 3: Export Job Status.

10. Step 3: Export Job Status

    An Export job will be created and placed in the Job Queue.

    To view the job's progress, open the Job Monitor from the Features Sidebar's System tab or open a Job Monitor widget in the Dashboard.

    The Exported record files will be prepared and made available for download and transmission. Upon completion, an Export Job Completed message will appear in the Export Configuration's Step 3 window.

    You can download the files created by the Export procedure by clicking the buttons below the Job Completion Status message:

    • Download Log File: Download the Export Job Log file. It contains status about the contents of the Export Job, the date and time the Export Job was run, completion status, and the number of records processed and exported.
    • Error Log File: A log of any errors encountered while generating the Export file. The types of errors tracked are related to the success of the generation of the file, not the validity of the record attributes.
    • Download Export File: The Export file generated by the Export Job.

    You can also download the generated files through the Job Monitor widget or tab.