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Examples of Personal Extract Definition XML Files

You can paste the examples of personal extract definitions in this topic into an XML file and upload them to Oracle CRM On Demand with minimal changes. For more information about adding personal extract definitions, see Managing Personal Extract Definitions.

NOTE: To use these sample personal extract definition files, any personal extract API requests must specify a client name value that matches the personal extract definition uploaded to Oracle CRM On Demand.

Sample 1

The following example specifies all account records with an AccountName value, a blank Location field, and where ViewMode is set to Sales Rep visiblity:

<?xml version="1.0" encoding="utf-8"?>

<PersonalExtract>

<ClientName>Sample #1</ClientName>

<Description>Extract all Accounts with an AccountName value and a blank Location using Sales Rep visiblity.</Description>

<ListOfRecordType>

<RecordType searchspec="[AccountName] IS NOT NULL AND [Location] IS NULL">

<Name>Account</Name>

<ViewMode>Sales Rep</ViewMode>

<ListOfField>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>Location</FieldName>

</Field>

<Field>

<FieldName>ExternalSystemId</FieldName>

</Field>

</ListOfField>

</RecordType>

</ListOfRecordType>

</PersonalExtract>

Sample 2

The following example specifies all account records with an AccountName value and a blank Location field assigned to a particular book:

<?xml version="1.0" encoding="UTF-8"?>

<PersonalExtract>

<ClientName>Sample #2</ClientName>

<Description>Extract all Accounts with an AccountName value and a blank Location using a BookId value.</Description>

<ListOfRecordType>

<RecordType searchspec ="[AccountName] IS NOT NULL AND [Location] IS NULL">

<Name>Account</Name>

<BookId>1234-ABCDE</BookId>

<ListOfField>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>Location</FieldName>

</Field>

<Field>

<FieldName>ExternalSystemId</FieldName>

</Field>

</ListOfField>

</RecordType>

</ListOfRecordType>

</PersonalExtract>

Sample 3

The following example specifies all account records with an AccountName value, a blank Location field, and all the associated child account contact records assigned to a particular book:

<?xml version="1.0" encoding="UTF-8"?>

<PersonalExtract>

<ClientName>Sample #3</ClientName>

<Description>Extract all Accounts with an AccountName value and a blank Location using a BookId value.</Description>

<ListOfRecordType>

<RecordType searchspec ="[AccountName] IS NOT NULL AND [Location] IS NULL">

<Name>Account</Name>

<BookId>1234-ABCDE</BookId>

<ListOfField>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>Location</FieldName>

</Field>

<Field>

<FieldName>ExternalSystemId</FieldName>

</Field>

</ListOfField>

</RecordType>

<RecordType searchspec ="[AccountName] IS NOT NULL AND [Location] IS NULL">

<Name>Acct Contact</Name>

<BookId>1234-ABCDE</BookId>

<ListOfField>

<Field>

<FieldName>Id</FieldName>

</Field>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>ContactFirstName</FieldName>

</Field>

<Field>

<FieldName>ContactLastName</FieldName>

</Field>

</ListOfField>

</RecordType>

</ListOfRecordType>

</PersonalExtract>

Sample 4

The following example specifies all account records with an AccountName value, a blank Location field, and all the associated child account contact records assigned to a particular book. It also specifies all Custom Object 03 records and all associated child contact records assigned to a particular book:

<?xml version="1.0" encoding="utf-8"?>

<PersonalExtract>

<ClientName>Sample #4</ClientName>

<Description>Extract all Accounts with an AccountName value and a blank Location and all associated Account Contact records using a BookId value. Extract all CO3 records and associated Contact records using a BookId value.</Description>

<ListOfRecordType>

<RecordType searchspec="[AccountName] IS NOT NULL AND [Location] IS NULL">

<Name>Account</Name>

<BookId>1QA2-RX9XX</BookId>

<ListOfField>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>Location</FieldName>

</Field>

<Field>

<FieldName>ExternalSystemId</FieldName>

</Field>

</ListOfField>

</RecordType>

<RecordType>

<Name>Acct Contact</Name>

<BookId>1QA2-RX9XX</BookId>

<ListOfField>

<Field>

<FieldName>Id</FieldName>

</Field>

<Field>

<FieldName>AccountName</FieldName>

</Field>

<Field>

<FieldName>ContactFirstName</FieldName>

</Field>

<Field>

<FieldName>ContactLastName</FieldName>

</Field>

</ListOfField>

</RecordType>

<RecordType>

<Name>CustomObject4</Name>

<BookId>1QA2-RX9XX</BookId>

<ListOfField>

<Field>

<FieldName>Name</FieldName>

</Field>

<Field>

<FieldName>Id</FieldName>

</Field>

<Field>

<FieldName>ExternalSystemId</FieldName>

</Field>

</ListOfField>

</RecordType>

<RecordType>

<Name>CustomObject4 Contact ( CustomObject4 Id )</Name>

<BookId>1QA2-RX9XX</BookId>

<ListOfField>

<Field>

<FieldName>Id</FieldName>

</Field>

<Field>

<FieldName>ContactFirstName</FieldName>

</Field>

<Field>

<FieldName>ContactLastName</FieldName>

</Field>

</ListOfField>

</RecordType>

</ListOfRecordType>

</PersonalExtract>


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.