Exports

Dialer, Custom and Comment Exports can be created and managed from within the Framework.

From the Create Dropdown, select Account Export and then Custom. A new window opens displaying the Edit Export screen. The screen contains four tabs to define the export.

Create a Collections Export

General Tab

Enter the Export Name.
Supply a Description.
Select the Active checkbox if this export is an Active Export. If the export is Active and the scheduled process is run, the export will be executed.

File Detail Tab

Select File Detail Tab. This tab allows the user to manage the file parameters associated with the export.

Field

Description

File Type Choose from Delimited Text File and Fixed Width File. Once the file type is chosen, only the fields associated with that file type will be enabled.

Column Delimiter Users can choose how the columns of the file will be separated in the export. This field will only be enabled when the File Type is Delimited Text File.

Text Qualifier Chose how to display text in the file. This field will only be enabled when the File Type is Delimited Text File.

Row Delimiter Choose how to distinguish rows of data in the file. This field will be enabled for both File Types.

Transport Type Choose either folder or FTP for the transport type.

Folder Path Choose the folder the export file will go to on the server.

File Name Give the file a name. There are no spaces and include the file extension.

An Excel Spreadsheet file type is intended to be added in the future.

Fields Tab

Clicking Add Field will return a pop-up containing the Field List Tree.
Choose fields to be included in the export. Fields will be added to the list.
Double-click on a field to change the column name, length and format string where available.

Buttons Description

Move Down/Move Up Use these buttons to organize the structure of the export.

Add Constant Define a constant field for the export.

Remove Field Highlight the field to be removed and click the Remove Field button.

Schedule Tab

Within the schedule tab, the user can run the export automatically according to a set schedule. Exports can be run On Demand, which means that the export will only run when the user selects the Export button. When using a set schedule, exports can be run on a daily basis. Additionally, users can select days of the week or month on which to run the export.

Criteria Tab

There are different criteria tabs for different export types:

Custom Export Use the field list to set the criteria for the export

Dialer Export Choose a Dialer Queue to use for the export selecting fields for both.

Comment Export The Comment Export uses workflow fields to determine criteria. Select the checkbox at the bottom to include any comment made since the last export.

Execute the Export

Letter Export Settings

Field	Description
File Type	Choose from Delimited Text File and Fixed Width File. Once the file type is chosen, only the fields associated with that file type will be enabled.
Column Delimiter	Users can choose how the columns of the file will be separated in the export. This field will only be enabled when the File Type is Delimited Text File.
Text Qualifier	Chose how to display text in the file. This field will only be enabled when the File Type is Delimited Text File.
Row Delimiter	Choose how to distinguish rows of data in the file. This field will be enabled for both File Types.
Transport Type	Choose either folder or FTP for the transport type.
Folder Path	Choose the folder the export file will go to on the server.
File Name	Give the file a name. There are no spaces and include the file extension.

Buttons	Description
Move Down/Move Up	Use these buttons to organize the structure of the export.
Add Constant	Define a constant field for the export.
Remove Field	Highlight the field to be removed and click the Remove Field button.

Custom Export	Use the field list to set the criteria for the export
Dialer Export	Choose a Dialer Queue to use for the export selecting fields for both.
Comment Export	The Comment Export uses workflow fields to determine criteria. Select the checkbox at the bottom to include any comment made since the last export.