Export Data

The Export Items option enables you to export the data of items (Documents and associated files with metadata, Tags) from Dashboard to your local machine in a .csv or .xlsx file format. If the number of items for which data is to be exported is more than 1000, a warning message appears.

By selecting the Export Items option from the menu, you can export data of the items selected from the following panels:

• Search Panel

• Browse Panel

• Sets Panel

• Related Items area in the Summary View

• Related Documents area in the Summary View

• Related Query Form area in the Summary View

• Query Form search results

• Related Items area in a Document Content Card

• Items displayed under the Contents tab in a 2D Diagrams and Documents View Document Content Card

• Items displayed under the Related Items tab in a 2D Diagrams and Documents View Tag Content Card

• Documents displayed under the Related Documents tab in a 2D Diagrams and Documents View Tag Content Card

• Basket Panel

To export the data of the items:

1. In the panel from which you are exporting, select the item(s).

2. Select the menu, and then select Export Items.

   The Export window opens.

   

3. In the Export Data box, select the drop-down arrow, and then select an Export Definition.

   Note: If you are exporting a mixture of objects, such as Drawing metadata, Tags, Work Orders, you may want to use the Default Definition.

4. To expand the Select files section, select at the top-right of the Select files section.

5. To filter the files shown in the Select files section, use the following filters:

   • File ID

   • File Type

   • Document ID

   • Document Type

     Note: The Select files section displays files associated with the first 100 documents, by default. A document can have more than one associated files. Hence, a message appears at the top of the Select files section, displaying the number limit for documents shown.

6. Select the check boxes for the files you want to export (if you want to amend the list of pre-selected files).

7. If you have expanded the Select files section by selecting , select OK to return to the Export window.

8. In the Enter the reason for this export box, type the details.

   The pre-configured export package output path appears at the bottom of the Export window.

9. Choose your Export file type – .csv or .xlsx.

10. Select Export.

    A message displaying "The Export process has been started" appears.

    • To view the export, select Open.

    • To save your export in your local machine, select Save/Save as.

    • If you do NOT want to save your export, select Cancel.

Note: When running a Query Form and exporting to a CSV file, then any cells in columns that appertain to Related Items may have multiple values. However, some values for the Related Items may be blank. So, in order to correspond a value to the ID or Name of the Related Item, then delimiters are used to preserve the order. For example, if there are 4 Related Items and only the 3rd item has an attribute value of "xyz" (the others having a blank values), then the cell would contain & & xyx &. The 3 ampersands correspond to 4 values, where all are blank except for the 3rd value. This will correspond to the IDs of the Related Items for example, P101 & P102 & P103 & P104. So P103 has a value of xyz for the attribute in question.