User Manual

08.13.2024

MANUAL

Table Management: Export

## Overview You can set the format of the data to be exported. ## Limitations 1. The "[Version Item](/en/manual/table-management-ver)" is not output by default. To output it, you need to create a new export setting and add it to the fields to be exported. ## Prerequisites 1. This operation requires "Site Administration Permission". ## Operation Procedure 1. Open the target table. 1. Click "「Table Management」" from the "Management" menu. 1. Open the "[Export](/en/manual/table-record-export)" tab. 1. Click the "Create New" button. 1. Enter/set the items in the table below. 1. Click the "Add" button. 1. Click the "Update" button at the bottom of the screen. ## Settings |Item name|Description|Setting method| |:---|:---|:---| |Name|Item for giving a title to the export settings|Enter any name| |Export type|Set the file type|Select from [CSV] or [Json]| |Delimiter|Set the delimiter for each item to be output|Select from [Comma] or [Tab]| |Enclose in double quotes|Set whether to enclose in double quotes or not for each item to be output|Check to enable the setting to enclose in double quotes| |Export method|Set the export method|Select from [Direct] or [Email URL to self]| |Output header|Set to enable/disable output of item name|Check to enable output of header| |Current settings|Items to export|Reorder, detailed settings, and disable any item| |Choice list|Items not to export|Enable any item| In the detailed settings of the items to export, set the following. |Item name|Description|Setting method| |:---|:---|:---| |Display name|Column name when exported|The default is the display name of the item. If you want to change it, enter any name.| |Output|Output contents to export|Choose from the following three. The default is the display name.<br>Display name: Contents displayed on the screen<br>Short display name: Contents displayed on the list screen<br>Value: Record ID| |Output classification in a column|Output method for multiple selection items|If checked ON, all options are output in a column, and the selected item is marked with a "1". For details, see "[Multiple Selection](/en/manual/table-management-multiple-selections)"| |Export format|Export format|Only date fields can be set. Default is year/month/date| ## Operation Image With the relevant table open, click "Management" - "「Table Management」" from the navigation menu. ![image](https://pleasanter.org/binaries/49c0cf8ef1bb40029457dd83191cdf57) Set the template for export. ![image](https://pleasanter.org/binaries/c7c5e7dd38e54874bdd668095153d749) ![image](https://pleasanter.org/binaries/aab51ca6bc3c49ab915bcd22f9c10eca) ![image](https://pleasanter.org/binaries/44dbf166e9c942e79262c5e37edc6dba) If you select "Direct" for "Export method", normal downloading will start. If you select "Email URL to yourself", the URL will be sent to you by email when the export process is complete. ![image](https://pleasanter.org/binaries/b4c4af98c09c46fca8eb39c7a57f86ba) Access control can be set for each template. [Table Management: Export: Access Control Tab](https://pleasanter.org/manual/table-management-export-permissions) --- If a link is set, you can set the items of the linked table to be exported. ![image](https://pleasanter.org/binaries/de2189b9240242aa82d61ad26a5bcabe) ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-record-export">Table Function: Export Records</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-ver">Table Management: Item: Version</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-multiple-selections">Table Management: Editor: Item Detail Settings: Multiple Selection</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-export-allow-standard-export">Table Management: Export: Allow Standard Export</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dept-import">Department Management Function: Import/Export</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/group-import">Group Management Function: Import/export</a><span>08.14.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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