Export Template Management Functions

Management Functions

The management functions for export templates are:

• View the existing export templates

• Manage export template folders

• Create or edit an export template

• Move an export template from one folder to another

• Delete an export template

• Import an export template

• Export an export template

• Manage security for an export template

• Start an export job from the Export Template tab

Move an Export from One Folder to Another

To move an export template from one folder to another:

1. Open the Export Template tab: Open the Feature Sidebar, open the Administration folder, open the Templates folder, and select Export Template.

2. Select the appropriate export template folder from the Export Template Folder bar.
3. Select the template you want to move.
4. Open the More dropdown list on the Export Template tab's Activity Bar, and select Move.
5. The Move Template window will open. Select the folder you wish to move the template to, then click OK. The template will be moved to the new folder.

Delete an Export Template

To delete an export template:

1. Open the Export Template tab: Open the Feature Sidebar, open the Administration folder, open the Templates folder, and select Export Template.

2. Select the appropriate export template folder from the Export Template Folder bar.
3. Select one or more templates you want to delete and click the Delete button on the Export Template tab's Activity Bar.
4. A confirmation window will appear that asks if you want to delete the selected template or templates. Click the Delete button. The template will be deleted.

Import an Export Template

To import an export template:

1. Open the Export Template tab: Open the Feature Sidebar, open the Administration folder, open the Templates folder, and select Export Template.

2. Select the appropriate export template folder from the Export Template Folder bar.
3. Open the More dropdown list on the Export Template tab's Activity Bar, and select Import.
4. The Export Template - Import window will appear. Set the configuration options as desired:

   • File Name: Select the export template file you want to import.

   • Import Template Name: The name you want the export template saved as.

   • Import Template Description: (Optional) A description of the import template.

5. The selected export template will imported.

Export an Export Template

To export an export template:

1. Open the Export Template tab: Open the Feature Sidebar, open the Administration folder, open the Templates folder, and select Export Template.

2. Select the appropriate export template folder from the Export Template Folder bar.
3. Select the template you want to export, open the More dropdown list, and select Export.
4. The selected export template will exported in an .xls file.

Manage Security for an Export Template

To manage security for an export template:

1. Open the Export Template tab: Open the Feature Sidebar, open the Administration folder, open the Templates folder, and select Export Template.

2. Select the appropriate export template folder from the Export Template Folder bar.
3. Select the template you want to manage security for, open the More dropdown list, and select Security.
4. A Security window will appear. For each user group, it has check boxes that allow you to give the users belonging to that group the privileges to Read, Edit, and Delete the export template. Set the permissions as desired.
5. When you are finished setting the privileges, click the Apply button.