When working in the section list, you can use the [Export list to file] action in the [Actions] menu. You can save lists in the.CSV format for further processing in MS Excel
Note
Please note, if you do not have access rights to the [Export list to file] system operation, the export will not be available.
Data export FAQ
•Why isn’t the [Export to file] action displayed?
•When I export data, the "You have insufficient rights to perform the operation” message pops up
•Why is the data displayed incorrectly in the exported file?
•Why are there string breaks in the exported file?
•How to download detail values?
Why isn’t the [Export to file] action displayed?
If you do not see the [Export to file] action, then most likely you do not have access rights to the [List export] operation. Contact your system administrator to get access to exporting list data.
When I export data, the "You have insufficient rights to perform the operation” message pops up
Bpm'online may display the "You have insufficient rights to perform the operation” message in several cases:
You probably have no access rights to export the list, but you can still see the [Export to file] action. This situation may occur if access rights for the operation were changed while working in bpm'online. The [Export to file] action will be hidden after you have updated the browser cache.
You may have exceeded the allowed number of exported values. By default, the system permits the export of up to 20,000 records. So you will get an error message if you try to upload a bigger amount. You can increase this value. Note that increasing this value can increase server load and reduce performance of your site.
If bpm'online is deployed on-site, to increase the number of imported records, specify the desired value in the MaxEntityRowCount parameter in the configuration file:
[The path to the directory with the installed application]\Terrasoft.WebApp\Web.config.
Now you must clear the Redis server session cache and reload the site and application pool.
In case the application is deployed on-demand you need to contact support to increase the value of the MaxEntityRowCount parameter.
Why is the data displayed incorrectly in the exported file?
Correct display of data uploaded to Excel depends on either the settings of bpm'online or the settings of Excel.
Incorrect encoding. Check the value of the [Encoding when exporting to ".csv"] system setting. Change the default value to, for example, UTF-8, or any required encoding.
Excel hasn’t split the cells into strings. Automatic data distribution by strings depends on the regional settings of Excel, as well as on the [Delimiter when exporting to ".csv"] system setting.
String breaks due to the presence of special characters that Excel processes incorrectly.
The list column titles differ from the column titles in the exported table. This is not an error and corresponds to the current implementation of bpm'online. The field name in the object and on the page may vary. When you export a file, specify the field name from the object.
Why are there string breaks in the exported file?
In some cases, when you export list values to .csv file, Excel may break strings. This is caused by MS Excel incorrectly processing a limited set of characters, while bmp'online generates data correctly.
One of the solutions to the problem is to re-save the records that use special characters. If you are unable to identify these records, then you can use the following method.
1.Check the system settings: [Encoding when exporting to ".csv"] must contain the UTF-8 value, and [Delimiter when exporting to ".csv"] — ;.
2.Download the list to a .csv file.
3.Open the saved file in a text editor, such as Notepad or Notepad++.
4.Go to "File" —> "Save as". In the dialog box, specify the name for the updated file and in the "Encoding" field set UTF-8. Click the [Save] button.
5.Open the updated file in Excel.
If all is done correctly, the data in Excel will be displayed correctly and without string breaks.
How to download detail values?
In contrast to the key list records, you cannot download detail values by default. If you need to download detail values, you can register a lookup by the detail object, and then download the data from this lookup list:
1.Go to the [System designer].
2.Click the [Lookups] link in the [System setup] block.
3.Add a new lookup. The name can be arbitrary, but the detail you want to import has to be the object. For example, “Account communication options”. Don't forget to save the created lookup.
4.Open the created lookup. In the [View] menu, select the [Set up columns] command. Display the desired columns, e.g., "Account", "Type", "Number", and save the list.
Thus, you will receive a lookup with all the values of the required detail. Export the created list to a file.
See also