Exporting user defined grids

Export a set of user defined grids to an export file.

To export a set of user defined grids:

  1. Select Administration > Setup > Export Configuration.
  2. Click the Export User Defined Grids tab. The system does not display any records until you conduct a search.
  3. Choose one of the following options:
    • Dataspy
      Select an existing Dataspy or edit an existing Dataspy. The system applies the Dataspy to the list view. See Dataspy.
    • Quick Filter
      Define a quick filter to filter the list of records in the lookup based on the key fields and many attributes, and then click Run. The system displays user defined grid records. For more information about entering search parameters, see Defining quick filters on lookups.
  4. Select the user defined grid to export, and then click Export.
  5. Select a folder to save the file, and then click Save.