export the data of a specific record from instance

amol n
Tera Contributor

when we are trying to export data from the specific table that time generates all record files is there any way to export a specific selected record?

 

 

Screenshot (305).png

3 ACCEPTED SOLUTIONS

James Chun
Kilo Patron

Hi @amol n,

 

If you want to export a single record, you can open the record and export it.

If you want to export a list of filtered records, you can apply a filter on the list and export them.

e.g.

JamesChun_0-1713092160174.png

 

Cheers

View solution in original post

SN_Learn
Kilo Patron
Kilo Patron

Hi @amol n ,

 

OOB you can't export the selected records. You have to filter out the records first then export it from the list.

 

Example:

Number 'is one of' and then filter out the records that you want to export.

SN_Learn_0-1713093745450.png

 

If you want to export the selected records, then a custom UI action need to be setup.

 

Please mark my answer correct and helpful if this works for you.

----------------------------------------------------------------
Mark this as Helpful / Accept the Solution if this helps.

View solution in original post

Krushna R Birla
Kilo Sage

Hi @amol n 

 

If you want to export a specific selected record then you need to add proper filter condition to filter out data in your list of records. Once you get your selected record in list then right click on any column and export it in any required format like excel, pdf etc

 

KrushnaRBirla_0-1713095039993.png

 

If you have to export list of records based on specific condition then also you add filters and then export list as mentioned above. There are options such as show matching and filter out to get data as per your requirement, you can use these options and then export data.

Simple Example,

Lets say you want to export 3 records, and you have either sys_id or number with you then you just need to add it in filter condition as shown in below snapshot,

 

KrushnaRBirla_1-1713095227125.pngKrushnaRBirla_2-1713095273056.png

 

This will definitely helps you to resolved your issue. Let me know in case you need to understand the flow or you can DM on LinkedIn.

 

If this solution resolves your query, kindly mark it as the accepted solution and give it a thumbs up.

 

Best Regards,
Krushna Birla

 

View solution in original post

3 REPLIES 3

James Chun
Kilo Patron

Hi @amol n,

 

If you want to export a single record, you can open the record and export it.

If you want to export a list of filtered records, you can apply a filter on the list and export them.

e.g.

JamesChun_0-1713092160174.png

 

Cheers

SN_Learn
Kilo Patron
Kilo Patron

Hi @amol n ,

 

OOB you can't export the selected records. You have to filter out the records first then export it from the list.

 

Example:

Number 'is one of' and then filter out the records that you want to export.

SN_Learn_0-1713093745450.png

 

If you want to export the selected records, then a custom UI action need to be setup.

 

Please mark my answer correct and helpful if this works for you.

----------------------------------------------------------------
Mark this as Helpful / Accept the Solution if this helps.

Krushna R Birla
Kilo Sage

Hi @amol n 

 

If you want to export a specific selected record then you need to add proper filter condition to filter out data in your list of records. Once you get your selected record in list then right click on any column and export it in any required format like excel, pdf etc

 

KrushnaRBirla_0-1713095039993.png

 

If you have to export list of records based on specific condition then also you add filters and then export list as mentioned above. There are options such as show matching and filter out to get data as per your requirement, you can use these options and then export data.

Simple Example,

Lets say you want to export 3 records, and you have either sys_id or number with you then you just need to add it in filter condition as shown in below snapshot,

 

KrushnaRBirla_1-1713095227125.pngKrushnaRBirla_2-1713095273056.png

 

This will definitely helps you to resolved your issue. Let me know in case you need to understand the flow or you can DM on LinkedIn.

 

If this solution resolves your query, kindly mark it as the accepted solution and give it a thumbs up.

 

Best Regards,
Krushna Birla