Export Records activity

Configure the Export Records activity

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

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Data Entities tab.
On the Data Entities tab, drag the Export Records activity onto your process.

Specifies the basic settings for the Export Record activity.

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

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Default Value:

None

Accepts 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

Selects the target storage repository type for your file.

Field Name	Definition
Target Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

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

Field Name	Definition
Standard Entities / Custom Entities	Description: Specifies whether to show standard (out-of-the-box) entities or custom entities in the Entity Name list. Allowed 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	Description: Specifies an entity from which to download the records. Allowed Values: An entity name from the list. Default Value: None Accepts Variables: Yes
Export as JSON / Export as XML / Export as Excel	Description: Specifies whether to download the records from an AgilePoint NX entity as an XML, JSON, or Microsoft Excel file to your repository. Allowed 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: AgilePoint NX OnDemand (public cloud) AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher