Export template

Introduction

An Export Model is an export setting to a specific Connector (local, DB, SFTP…​) that is reusable.

Each (active) Template can be loaded during a DataBlock export in order to carry out the export quickly.

Export templates can be used by all users who have the "Export templates" global permission.
Only users with the "Export templates - Creation" global permission can create new templates.

Manage templates

To access the list of Export Templates, you must have selected a Project of which you are a member.

Export templates are available from the GenericsData left-hand menu, in the "Miscellaneous" submenu.

CSV export from a template

Right icon on element : modify user rights for the + element Delete : delete element

Create

To create a new Template, click on New from the Templates list.
Select the Connector to which the export will be made, then set the export parameters.

Only connectors from the selected Project and from public Projects to which the user has playback rights are available in the list.

CSV export from template

The parameters available are adapted according to the type of connector and output format selected described on the exports page.

Modify

To modify a template, click on the name of the template in the list +. Make the necessary changes then click on "Update".

You must have editing rights for the element to perform this action.

Delete

To delete a template, click on Delete from the template list.
You must confirm the delete action in the popup window.

Linked connectors are not deleted by this action.

You must have delete rights for the element to perform this action.