Creating an Export Data Quick Action

Create an export data connection from the Data Integration WizardUsed to import data from external sources into HEAT.. See Exporting Data. For this example, create a connection that creates a file.

Data Integration Wizard

Create a report templateA record with several fields already completed by default., upload it, then create a table report that includes the fields you want. See Creating Reports and Templates.

To include multiple records in your report, the primary key field should be RecId.
If you intend to re-import the data, ensure that you include a unique identifier field for each record (such as RecId). Otherwise, the imported data does not match the correct records.
Ensure Can Run from Export Data Quick Action is checked in the Report workspace.

Under Create New Actions, choose Export Data. The Export Data Quick Action Configuration page appears.

For this example, enter the following information into the fields.

Export Data Quick Action

--fields--

Field	Description
Set action name	A unique name for the quick action. In this example, use Run Data Export.
Enter action description	Optional. A description of what the quick action does.
Assign a category	Optional. The category. Select from the drop-down list.
Report Name	The report that you created above. Select from the drop-down list.
Can Run for Multiple Records	Allows the action to be run against multiple records.
Export Connection	The connection. Select from the drop-down list.
Schedule	Optional. The schedule (if you want the quick action to run at a scheduled time, such as within a workflow).
Report Parameters	Parameters appear according to the chosen report. In this example, under Source Value, enter Main.
Export Format	The export format. Select from the drop-down list. In this example, choose Comma Separated Values.
Field Delimiter	A field delimiter. Enter one or select from the drop-down list. In this example, choose Comma.
Record Delimiter	A delimiter for each record. In this example, enter '#####'.
Qualifier	Leave this field blank.

Click Save

The Run Data Export quick action now appears under the action menu.