Export Records

To export one or more records from a repository:

Open the desired repository in a Repository View. Open the Feature Sidebar, select the desired folder, and select the desired repository. The repository will be opened in a Repository View.
Select the desired record or records in the Repository View. The user may select records individually or may 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.
Open the More Actions dropdown by clicking the More icon on the Repository View’s Activity Bar. Select the Export option. The Export Configuration Step 1 window will appear.
Export Configuration Step 1

Select the type of Export to be performed.

Current View: The record attribute values are exported in a .csv file.
Defined Template: Allows the user to specify an Export Template to be used.
Use Advanced Options: Allows the user to control aspects of the Export.

If you selected Current View, click the Export button to begin the export.
If you selected Defined Template, click the Next button to continue to configure the Export procedure.
If you checked Use Advanced Options, the Step 2: Export Advanced Options window will appear.

If you did not check Use Advanced Options, the Export Configuration Step 3 window will appear. (Skip to Export Configuration Step 3.)
Step 2: Export Configuration

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.
- Language: Selecting a language will trigger the use of the corresponding values for any multi-language attribute fields.
- 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.
When the advanced options have been edited as desired, click Next to continue to Step 3: Export Configuration.
Export Configuration Step 3

An Export is 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 are 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.
The user can also download the generated files through the Job Monitor widget or tab.