Bulk Export of Records

Exporting Records in Bulk

Exporting records in bulk is a time-saving feature that is particularly useful for reporting and analysis. You can export all records within a table or select specific records from either the My Applications area or the Preview Data tab within a workflow.

Note: Bulk export is only available from the My Applications area or the Preview Data tab.

Export All

1. Navigate to the My Applications area or the Preview Data tab in the workflow.
2. Click the Menu button in the top-right corner of the table to access export options.
   
   
3. Select the Export All option from the menu to export all records in the table.

Export Selection

1. Navigate to the My Applications area or the Preview Data tab in the workflow.
2. Use the checkboxes on the left side of the table to select the records you want to export.
   
   
3. Click the Menu button in the top-right corner of the table.
4. From the menu, choose to export either all records or only the selected records.
   
   

Export Format

The exported records will be provided in a spreadsheet format, reflecting the structure and data displayed in the table.