* * * New or Improved for 2014.1 * * * Export Data Quick Action
Use this quick action with the data export integration connection. See Exporting Data.
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| Parameter | Description |
|---|---|
| Report Name |
Choose a report from the drop-down list. See Reports. Check Can Run from Export Data Quick Action within the report configuration page. |
| Can Run for Multiple Records | Check to include data from multiple records. We recommend, as a best practice, including a unique field, such as RecId, in the dataset. |
| Export Connection | Choose the defined connection from the drop-down list. System administrators create the connections. See Configuring Data Integration. |
| Schedule | Choose a schedule from the drop-down list. See Schedule Entry. |
| Report Parameters |
The report parameters are automatically generated based on the chosen report. Not all reports contain parameters. In the Source Value field, you can use a field, enter an expression, or enter a specific value. Only non-scheduled reports (run now) can use expressions. |
| Export Format |
The type of file to be exported:
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| Field Delimiter |
This field appears when you select Comma Delimited Type. Enter the field delimiter (for example, #), or choose an option from the drop-down list:
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| Record Delimiter | This field is enabled when you select Comma separated values. Enter the record delimiter (for example, % or ###). |
| Qualifier | This field is enabled when you select Comma separated values. Enter the character you want to use as an escape character (for example, %%%). |
Important Note About XML files
Data with null values do not appear in the XML file, which can cause problems when exporting data.
For example, consider the following XML. Note the data for the second employee contains an email cell with no attributes. This causes the data to export incorrectly.
<Employee_Info>
<Employee Employee_Number="105">
<Name>Masashi Okamura</Name>
<Department>Design Department</Department>
<Email>masashi@design.com</Email>
<Phone>408.555.1234</Phone>
</Employee>
<Employee Employee_Number="106">
<Name>Frank Smith</Name>
<Department>Design Department</Department>
<Email></Email>
<Phone>408.555.1235</Phone>
</Employee>
</Employee_Info>
To alleviate this issue, create an empty string:
<Employee_Info>
<Employee Employee_Number="105">
<Name>Masashi Okamura</Name>
<Department>Design Department</Department>
<Email>masashi@design.com</Email>
<Phone>408.555.1234</Phone>
</Employee>
<Employee Employee_Number="106">
<Name>Frank Smith</Name>
<Department>Design Department</Department>
<Email>""</Email>
<Phone>408.555.1235</Phone>
</Employee>
</Employee_Info>