Export data from a record

  • Release version: Washingtondc
  • Updated February 7, 2024
  • 1 minute to read

    • Export a record to PDF or XML.

    Before you begin

    Role required: none for exporting to PDF. Exporting to XML requires the admin role.

    About this task

    When exporting to PDF, any field hidden by UI scripts (UI policies, UI actions, client scripts) and any fields visible from the current view are exported. When exporting to XML, all fields are exported, regardless of the view.

    A PDF is generated only if the form has been submitted. An unsubmitted form generates an empty page.

    Procedure

    1. Navigate to the record that you want to export.
    2. Select the Additional actions menu (Additional actions menu.).
    3. Select an export option.
      • To export the form data to PDF in portrait mode, select Export > PDF (Portrait).
      • To export the form data to PDF in landscape mode, select Export > PDF (Landscape).
      • To export all fields in the record to XML, select Export > XML (This Record).
      When exporting to XML, the system prompts you to save the file, or the browser automatically saves the file to the downloads folder specified in the browser preferences.

    Example

    Figure 1. Export options
    Export data from form options.