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Exporting Records in Lists

You can export the records that meet the criteria you set up in a list. After Oracle CRM On Demand exports the list of records, you can save it by downloading the file.

NOTE: Oracle CRM On Demand retains your export results for 72 hours. After that, you must export the list again.

You can export up to 250 records from a list immediately. When you select this option, the top records from the list (based on the current sort order of the list) up to a maximum of 250 are exported. Or, you can export all of the records in a list. When you export all of the records in a list, your export request is queued and executed as a batch job.

To export records from a list, your user role must include either the List - Export all Fields privilege or the List - Export Displayed Fields privilege. When you export a list of records, your user role determines which fields you can export, as follows:

  • If the List - Export all Fields privilege is enabled on your user role, then you can choose to export all of the fields on the records, or to export only the fields that are displayed in your list.
  • If the List - Export Displayed Fields privilege is enabled on your user role, but the List - Export all Fields privilege is not enabled, then you can export only the fields that are displayed in your list.

The following procedure describes how to export up to 250 records in a list.

To export up to 250 records in a list

  1. Open the list of records that you want to export.
  2. If necessary, sort the list so that the records that you want to export appear at the top of the list.

    TIP: To sort the list by column, click the column heading. To sort the list by the same column but in reverse order, click the column heading again.

  3. On the record List page, click Menu, and select Export List.
  4. On the Export List page:
    • In the Export Type section, select the Immediate Export option.
    • In the Fields to Export and Field Delimiter sections, select the options that you want.

      NOTE: The Fields to Export section is available only if your user role has the List - Export all Fields privilege.

  5. Click Export.
  6. Click Download to download the file.

The following procedure describes how to export all of the records in a list.

To export all of the records in a list

  1. Open the list of records that you want to export.
  2. On the record List page, click Menu, and select Export List.
  3. On the Export List page:
    • In the Export Type section, select the Queued Export option.
    • In the Fields to Export and Field Delimiter sections, select the options that you want.

      NOTE: The Fields to Export section is available only if your user role has the List - Export all Fields privilege.

  4. Click Export.

    The Personal Export Request Queue page appears.

  5. If the export request is in the Pending Requests section of the page, click Refresh to see if your update request has completed.
  6. When your export request appears in the Completed Requests section of the Personal Export Request Queue page, click the List or Record Type link to open the List Export Request Detail page.
  7. In the Export Request Attachment section of the page, in the row that contains the ZIP file you want to download, select Download from the record-level menu.

    The ZIP file consists of an export summary text file and CSV file for each type of record that you exported.

The ZIP files of lists that are exported as queued requests are available through your Personal Export Request Queue page for 72 hours after the export request is completed. For more information about the Personal Export Request Queue page and how to access the ZIP files, see Viewing Your Export Requests.


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