Create an export set from a list

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can quickly create an export set from a list.

    Avant de commencer

    Role required: export_set_admin

    Procédure

    1. Navigate to a list of records.
    2. Perform the appropriate action for the list version.
      VersionAction
      List v2 Right-click the list header and select Export > Export Set.
      List v3 Open the list title menu and click Export, and then click Export Set.
      The Export Set form appears. An export definition is created automatically based on the list.
    3. Configure the export set as needed.
    4. Click Submit.