This action downloads the rows of a View to a CSV file.
Export only works for applications that Require Sign-in. It is not supported for public applications.
Invoking an "Export a CSV File for This View" Action
Once you have created an Export action as described in the sections below, you can invoke it as follows:
Open the application in a desktop browser. Export only works when the app is running on a desktop browser, not when it is running on a iOS or Android device.
Navigate to the table view having the Export action.
Click the Export button. (If you do not see the Export button, you may need to edit the Export action and choose a different Prominence on the Appearance tab.)
The Exported CSV file should appear at the bottom of the browser screen.
Creating the "Export This View to a CSV File" Action
Do the following to create a "Export This View to a CSV File" action:
In the Editor, go to the Behavior > Actions tab.
Click New Action.
Give the action a meaningful name by setting the Action name property.
Use the For a record of this table dropdown to select the table from which the records should be downloaded. Views based on the table you select are eligible for export.
In the Do this dropdown, select "App: export this view to a a CSV file (not a row-level action)"
Set the CSV file locale property as described in configure the CSV locale.
Expand the Appearance tab.
Give the Export button a meaningful name by setting the Display name property.
Select an Action icon for the Import button. You can enter "export" in the search window and hit Enter to narrow down the list of icons. One of the icons showing an arrow leaving a document is often a good choice.
Select a Prominence to control how prominently the Export button is displayed.
The app creator and app user can control which rows are exported by:
The app creator can base the View on a Slice having a Row Filter Condition. Only rows that match the Row Filter Condition are exported.
The app creator can specify a LinkToFilteredView with a filter expression. Only rows that match the filter expression are exported.
The app user can specify a Search Term in the Search box for the view while running the app. The app user can search any field for which Search? is true. Only rows that contain the Search Term are exported.
The app user can specify one or more Search Filter conditions using the Filter dropdown in the Search box while running the app. The app user can search any field for which Search? is true. The app user can apply Search Filter conditions for any combination of searchable fields. Only rows that match all of the Search Filter conditions are exported.
These row filtering techniques can be combined. For example, the app creator could define a View on a Slice having a Row Filter Condition. The app creator could then define a LinkToFilteredView using that slice which has its own filter expression. Finally, the app user could use the Search box to specify a Search Term or one or more Search Filter conditions while running the app. Only rows that match all of these filtering conditions are exported.
Exported Row Sort Ordering
You can control the exported row sort ordering by specifying Sort by for the View.
Column Filtering and Column Ordering
You can control which columns are exported and the order of those columns by basing the View on a Slice and specifying Slice Columns for the Slice.
Specifying Column Order for a Table View currently has no effect on which columns are exported or the order of those columns.
Sample Applications Having an Export Action
If CSV export fails see Troubleshooting CSV Export.