To export an integration template
| 1 | Display the toolbar with the Export button as follows: |
|
To display the toolbar for this: |
Do this: |
|
A business process at the company level |
Select the name of the BP wherever it resides in the Navigator:in the Company Logs node, the General log node, or Data Manager log node. |
|
A business process at the project/shell level |
Select the name of the BP wherever it resides in the Navigator:in the Project Logs node, the Information > General log node, or the Data Manager log node. |
|
An asset class |
In the Asset Manager node of the Navigator, select the asset class. |
|
A planning item |
In the Planning Manager node of the Navigator, select the planning item. |
|
A class for a code-and-record-based configurable manager |
In the [Manager] node of the Navigator, select the class. |
| 2 | Click the Export Template button and choose CSV. |
| 3 | Save the CSV file to your local drive. |
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