How to use the export action

Sam van de Kreeke

Published: 26-09-2019

Last updated: 27-08-2020

Actions can also be used to make exports. This way it's possible to automize the exporting. To be able to create an export event there needs to be a saved export definition for that specific grid.

  1. Go to the Actions page by clicking on the Actions icon in the Builder Bar.
  2. Create a new action by clicking on the New button on the upper left side of the screen.
  3. Choose a description and a model for the action. Note that a collection should be used in the action event to export the data from. This collection can be created in the variables section of the action.
  4. Click on the Save button if you are done with setting up the action.
  5. Now create a new action event for the action by clicking on the plus icon inside of the action.
  6. A new action event will be created. This event should be set to an Export event. This can be done in the Kind drop-down. By doing this the form will get the right format to set up the export.
  7. Now we have to choose a Grid which will reference our export, in this drop-down all the Grids are displayed. Choose the grid of the model that you want to make an export of.
  8. Select the collection containing the export data. By clicking on the Click to set button the Variables browser will pop up, in this browser you can choose a collection for your export.
  9. Choose the export definition that you want to use for the export. If none can be chosen, it should be created within the export configurations.
  10. If you are done with setting up the action event you can click the Save button to save it.
  11. You can continue with creating your action to add specific rules to the execution of the import. If you are done with creating your action your can press the Save button to save it.

Not sure where to start?

Click here to register and start learning