Export Records activity

An activity that exports the records from an AgilePoint NX entity as an XML, JSON, or Microsoft Excel file to your repository.


Export Record activity

Configure the Export Records activity

To configure the Export Records activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Data Entities tab.

    AgilePoint Data Entities tab
  3. On the Data Entities tab, drag the Export Records activity onto your process.

    Export Record activity

General Configuration

Specifies the basic settings for the Export Record activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Target Repository

Selects the target storage repository type for your file.

Figure: Target Repository screen

Target Repository screen

Fields

Field NameDefinition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > Amazon S3.

Box Box icon

Function:
Specifies that Box is the target location for your files.

To configure the target location for your file, complete the fields in

Export Records > Target Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > Dropbox.

FTP FTP icon

Function:
Specifies that FTP is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > FTP.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > Google Drive.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > OneDrive for Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the target location for your files.

To configure the target location for your file, complete the fields in Export Records > Target Repository > SharePoint.

Export Records Configuration

Specifies the configuration to export the records from an AgilePoint NX entity as an XML, JSON, or Microsoft Excel file to your repository.

Figure: Export Records Configuration screen

Export Record Configuration screen

Fields

Field NameDefinition

Standard Entities / Custom Entities

Function:
Specifies whether to show standard (out-of-the-box) entities or custom entities in the Entity Name list.
Accepted Values:
  • Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list.
  • Custom Entities - Shows custom entities in the Entity Name list.
Default Value:
Standard Entities

Entity

Function:
Specifies an entity from which to download the records.
Accepted Values:
An entity name from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Export as JSON / Export as XML / Export as Excel

Function:
Specifies whether to download the records from an AgilePoint NX entity as an XML, JSON, or Microsoft Excel file to your repository.
Accepted Values:
  • Export as JSON - Downloads the records as a JSON file from the entity to the specified repository.
  • Export as XML - Downloads the records as an XML file from entity to the specified repository.
  • Export as Excel - Downloads the records as a Microsoft Excel file from entity to the specified repository.
Default Value:
Export as JSON
Limitations:

Support for Microsoft Excel files is available in these releases: