Create an export set from a list

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: export_set_admin

    手順

    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.